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DrivePay: How to Use It

How to send a secure payment link

Michele McCoy avatar
Written by Michele McCoy
Updated this week

Permissions Required: DrivePay

What You Can Do with DrivePay

  • Request deposits or down payments in seconds

  • Send secure payment links via email, text, or both

  • Track payment status directly in the Activity Timeline

  • Get automatic notifications when payments are completed


How to Use DrivePay

Step 1: Open the Customer Card

  • Navigate to any Customer Card

  • An open deal is not required

Step 2: Click “DrivePay”

  • Select DrivePay from the Actions menu

Step 3: Choose How to Send the Link

You can send the payment request by:

  • Email

  • Text

  • Both

By default, DriveCentric selects the most recently used email and phone number.

Delivery options may be disabled if:

  • No valid email or phone number exists

  • The phone number is not opted into texting

Step 4: Review the Message

You can edit the message before sending.

Default email subject: {Store Name} is requesting payment from you

Default message body (email & text): {Store Name} has requested you submit your payment securely

Step 5: Enter Payment Details

Payment Description

  • Required

  • Up to 200 characters

  • Example: Vehicle deposit

Special characters are not allowed in the description field

Payment Amount

  • Required

  • Maximum: $100,000

  • The amount is locked into the payment link once sent


Step 6: Send the Payment Link

  • Click Send Link

  • The modal closes automatically

  • The customer receives a secure DealerPay payment link

  • The request is logged on the Activity Timeline

If you have permission, you may choose to Send As another user.


Payment Status & Notifications

DealerPay returns one of four statuses:

  • Payment Successful

    • Timeline shows payment amount, card brand, and last four digits

  • Payment Failed

  • Payment Expired

  • Payment Deleted

For non-successful payments, the Timeline shows the payment amount.

Who Gets Notified?

  • Users associated with the deal

  • If impersonation was used, the impersonated user receives notifications

  • Assigned salespeople receive successful payment notifications, even if they don’t have DrivePay permission

  • You can manage if and where you receive the notification in My Settings Notifications


What the Customer Sees

  1. The customer receives a text or email with a secure payment link

  2. Clicking Complete Payment takes them to the DealerPay payment portal

  3. All payment details are entered securely on DealerPay’s site

DriveCentric does not store payment information.


Send Payment Link on Mobile

  • Open the Customer Card in the mobile app

  • Tap the green + button in the bottom right corner

  • Select Send Payment Link

  • Choose to send via Email and/or Text (based on delivery availability)

  • Review and edit the message if needed

  • Enter payment details

  • Tap Send Link


Frequently Asked Questions

Do I need an open deal to send a payment?

No. DrivePay is available regardless of deal status.

Can I edit a payment after sending the link?

No. You’ll need to send a new payment request.

Is payment information stored in DriveCentric?

No. All payment data is securely handled by DealerPay.

How long does the payment link stay active?

Link expiration is controlled by DealerPay and shown in their portal.

Need Assistance?

For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!

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