Repair orders and final balances
Match each payment to the repair order and invoice. Separate a parts deposit from the balance collected at pickup so your team can identify what remains due. Request confirmation of partial payment and refund support in the proposed system.
Counter and remote payments
A customer paying at the counter and a customer paying an invoice link follow different payment flows. Compare costs for the actual mix. If staff need to collect remotely, confirm the supported link or invoice process instead of asking for card details in ordinary email.
Workshop software and fleet customers
Identify the shop management system and version. An accounting connector does not establish support for repair orders or vehicle records. If you receive commercial card payments from fleets, ask about Level 2 eligibility; not every fleet payment qualifies.
A comparison built around the workshop
Bring a representative statement, equipment and software bills, and current agreements. Test a payment, decline, refund, and the reference on the repair record. Confirm staff permissions, equipment ownership, support, and open balances before changing.