MyDealer: Payments

MyDealer can be enabled to allow dealer customers to electronically pay outstanding accounts receivable amounts via MyDealer. Customers can select one or more invoices to pay and then make full or partial payments on the total. Payments can be made using either a credit card or ACH (Automated Clearing House) via Versapay or Worldpay (in the US).

In the US, payments can be made using a credit card or ACH (Automated Clearing House). Credit card payments are processed through Versapay or Worldpay hosted payments. ACH payments are processed through Versapay or, for dealers that use Worldpay as their payment processor, through Authorize.net.

Topics in this section include:

Prerequisites

For Versapay:

  • Feature 6157 - Payment Card Interface must be enabled.

  • The dealer must be on-boarded with Versapay and have contracted for Payment Card Interface via their VitalEdge sales rep. They must have an eCommerce ID from Versapay. In order to get an eCommerce ID from Versapay, they must also have a normal merchant account with Versapay - please ensure dealers are requesting both when they sign up.

For WorldPay credit card hosted payments:

  • Feature 6272 - Worldpay Payment Interface must be enabled.

  • The dealer must be onboarded with Worldpay and have a MyDealer Acceptor ID for e-commerce payments. See Worldpay: Setup.

For ACH when using Worldpay as the payment processor (Authorize.net):

  • Feature 6286 - Authorize.net Interface must be enabled.

  • The dealer must have an Authorize.net account. When creating an Authorize.net account, make sure that eCheck is part of the product purchased. Applicable fees from Authorize.net apply. See Authorize.net Configuration.

Note:  When a customer profile is configured for both Versapay and WorldPay, MyDealer uses Versapay for credit card payments. WorldPay hosted payments are available when Versapay is not configured for the customer and WorldPay is set up correctly.

Setup Versapay Cash Codes for MyDealer

Each location must have one Credit Card Cash Code enabled with Versapay and the related MyDealer accounts.

  1. Go to Configuration > General Ledger > Accounts Receivable > Cash Codes.

    The Cash Codes screen opens.

  2. Open the Credit Card cash code configured for Versapay by clicking the pencil icon.

  3. Set these fields to the values received from Versapay :

    • Versapay Gateway

    • Versapay Account

    • MyDealer Account

    • MyDealer ACH Account

  4. Click Save and Close.

Setup WorldPay Cash Codes for MyDealer

Each location that accepts WorldPay credit card payments in MyDealer must have a WorldPay cash code with a MyDealer Acceptor ID and related credentials.

  1. Go to Configuration > General Ledger > Accounts Receivable > Cash Codes.

    The Cash Codes screen opens.

  2. Open the WorldPay cash code for the location by clicking the pencil icon.

  3. Set these fields to the values received from Worldpay:

    • Account ID

    • Account Token

    • IntelliDealer Acceptor ID

    • MyDealer Acceptor ID

    Warning: Do not use your main store IntelliDealer Acceptor ID as the MyDealer Acceptor ID.

  4. Optionally select Offer Partial Payment to allow partial credit card authorizations in MyDealer. See Worldpay: Partial Approvals.

  5. Click Save and Close.

See also Set Worldpay as the Cash Code for MyDealer Customers in Worldpay: Setup.

Enabling a Customer's Profile for Payments

  1. Navigate to the Customer Listing screen and open a customer profile.

    The Customer Listing screen is available from these menu paths:

    • Financial Management > Accounts Receivable > Customer Profile

    • Customer Care > CRM > Customer Profile

    • Management Central > CRM > Customer Profile

  2. Click the A/R Agency tab. Ensure a credit card cash code is enabled and set to the code for Versapay.

  3. Click the Contact tab, and open a contact that is enabled for MyDealer.

    If there is no such contact, see MyDealer: Configuring User Profiles

  4. Click the MyDealer tab.

    The MyDealer contact tab opens.

  5. Click the checkbox for Allow Payments on Account.

  6. Verify the customer's Business location. The customer's payments are made to the Business Location set in their MyDealer Profile.

Making a Payment in MyDealer

When a MyDealer user pays outstanding invoices, the payment method depends on the contact's Allow Payments on Account setting and the dealer's payment processor configuration.

  1. From My Account, open Invoices and select the invoices to pay, or choose Lump Payment.

  2. Enter the payment amount and click Process Payment.

  3. If both ACH and credit card are enabled for the contact, select the payment type.

  4. For credit card payments through WorldPay, MyDealer opens the WorldPay hosted payment page. The customer completes payment on that page and returns to MyDealer when the transaction is finished.

  5. For ACH payments through Versapay, MyDealer opens the Versapay ACH payment portal.

  6. For ACH payments when the dealer uses Worldpay as the payment processor, MyDealer opens the Authorize.net hosted payment page. See Authorize.net Configuration.

Note:  When Allow Surcharging for Fee Assist is enabled on the WorldPay cash code, MyDealer may prompt the customer to accept a credit card surcharge before completing payment. See Worldpay: Surcharging using Fee Assist.

Feature: 7001, and 6157 or 6272 or 6286

Security: 994 WebAdmin, Access MyDealer Settings

Revision: 2026.10