ShopWrk
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Payments

Collect the deposit while the customer is ready to book.

Request and track deposits, card payments, partial balances, refunds, and receipts from the same estimate, booking, invoice, and portal flow.

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Client portalLive workspace

Payment request

Reserve Friday · Bay 2

Deposit

$400

Deposit paid · booking confirmed
Focused: Model Y full-front PPF

Interactive product representation using illustrative example data.

The operational problem

A separate payment tool adds friction at the highest-intent moment.

Copying totals into links and reconciling deposits by hand creates abandoned bookings and unclear balances.

Deposit-to-booking flow
Job-level payment history
Clear balance and receipt status

How it works

One connected workflow, from signal to completed work.

  1. 01

    Ask at the right moment

    Send the configured deposit or payment request from the estimate, booking, invoice, or conversation.

  2. 02

    Confirm automatically

    Update the balance and reservation when the payment succeeds.

  3. 03

    Reconcile the job

    Keep transactions, refunds, receipts, and remaining amounts attached to the customer and work.

What it can do

The feature-specific tools behind the outcome.

01

Deposits

Require the right fixed or proportional amount before reserving the work.

02

Customer payment links

Let customers pay from a clear mobile flow connected to the exact job.

03

Transaction history

Review succeeded, failed, partial, refunded, and outstanding amounts in context.

04

Receipts and balances

Keep both customer and team aligned on what was paid and what remains.

Booked while intent is high

The accepted PPF estimate becomes a paid reservation in one flow.

The customer accepts $2,640, pays the configured $400 deposit, and Friday's slot confirms without a teammate sending or reconciling a separate link.

Exact estimate carried forward
Deposit rule enforced
Booking confirmed after payment

The measurable operating outcome

Money stays connected to the customer decision.

The exact estimate, deposit rule, appointment, invoice, transaction, refund, and receipt remain part of one job history.

Deposit-to-booking flow
Job-level payment history
Clear balance and receipt status

Connected ShopWrk

Keep exploring the workflow around this page.

Each page connects to the customer, vehicle, conversation, work, and money already in ShopWrk.

Estimates & Quotes

Build clear, vehicle-aware estimates and get approval faster.

Invoices

Bill cleanly from approved work and job changes.

Online Booking

Let customers choose services, vehicles, and real availability.

Client Portal

Give customers one branded place for every next step.

Frequently asked questions

Questions about Payments.

Can ShopWrk collect deposits before booking?

Yes. A shop can use its configured deposit rule as part of the approval and booking flow.

Can I see payment status on the job?

Yes. The transaction, receipt, balance, and relevant estimate or invoice remain connected.

Can refunds be tracked?

Authorized refund activity can be recorded with the associated payment and customer job history.

See Payments in your workflow

Bring the whole shop into one operating system.

We will map ShopWrk to your lead flow, services, calendar, and team, the way your shop already works.

Book a demo Built around your real shop workflow