Business Office>Foundations Suite

SimplePay: Transaction Report and Invite Status Report Enhancements

October 22, 2026

transaction report

Dealers can now gain greater visibility into customer payment activity and identify opportunities to offer alternative payment solutions before work is approved.

What's New

  • Export Transaction Report and Invite Status Report data to CSV with the new Share Report feature for easier analysis and reporting
  • Navigate report results more efficiently with support for backwards pagination

How This Helps Car Dealers

  • Identifies customers who may benefit from alternative payment solutions
  • Increases repair order and parts approval opportunities by reducing payment barriers
  • Improves visibility into customer payment activity and engagement
  • Exports and analyzes report data more efficiently with CSV downloads and improved navigation

Key Takeaways

The latest SimplePay reporting enhancements make it easier for dealers to analyze customer payment activity, identify financing opportunities, and increase service and parts approval rates through improved reporting and data accessibility.

Learn More About CDK Solutions

This update builds on CDK SimplePay mission to help dealers remove payment barriers and keep service work moving forward.

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