Which dealership payment flows need review?
Deposits and larger payments
Explain the amount and timing of deposits and how any remaining balance is collected. Confirm applicable transaction limits, refund handling, funding terms, and the documentation required for your account.
Parts and service
Separate counter payments from invoices paid remotely. Compare the fee assumptions and reporting needed for each flow instead of treating every transaction as an in person card payment.
Commercial customers
If commercial cards are a meaningful part of your activity, ask about Level 2 eligibility and required transaction data. Even with an eligible B2B account, not every dealership payment will qualify.
How should payments connect with dealership software?
Name the exact system
Bring your dealer management system, accounting software, and existing payment connection. Do not assume an accounting plugin also connects your dealer management system.
Match the payment to the job
Describe the customer, vehicle, repair order, invoice, or deposit reference staff use. Confirm which records update automatically and where manual reconciliation remains.
What does a useful dealership comparison include?
Costs by channel
Bring a recent statement, equipment agreements, gateway charges, and a breakdown of counter versus remote payments. Use the same transaction activity when comparing costs for each channel.
Implementation checks
Test successful and declined payments and a refund, then check the results in your workflow and reports. Confirm hardware, permissions, support ownership, and the treatment of open transactions before switching.