Overview

Customers are requesting the ability to split and modify payments after a repair order (RO) has been closed or cashed out. The current workflow limits flexibility when handling mixed payment types and correcting payment method errors.

Problem Statement

Today, when a customer pays using multiple payment methods (e.g., partial cash + partial credit card), users must either:

Enter the full payment as a single payment type, or

Handle workarounds that create reconciliation challenges

Additionally, editing payment types after entry is inconsistent:

Some payment type changes are allowed (e.g., check → cash)

Others are restricted (e.g., credit card ↔ check)

“On account” payments introduce further limitations and confusion

This creates friction for front-office staff and increases the risk of inaccurate financial records.

Requested Enhancements

Allow users to split a single recorded payment into multiple payment types after the RO is closed

Example: Convert a $700 payment into:

$200 cash

$500 credit card

Enable editing of payment types regardless of original method

Remove current restrictions between payment type conversions (e.g., credit card ↔ check)

Allow conversion to/from “on account” without blocking other payment adjustments

Ensure consistent behavior with other payment types

User Impact

Reduces manual workarounds and rework

Improves accuracy in payment records and reporting

Enhances front-desk efficiency and customer experience

Minimizes accounting discrepancies

Priority / Impact Level

High – This impacts daily cashiering workflows and financial accuracy across locations.

Additional Notes

Request originated from real-world usage where split payments are common

Current limitations are unintuitive and inconsistent, leading to user frustration