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Some patrons may be paying for permits with either credit card or payroll deductions that can be set to select payment type and process the payment automatically when performing rollovers on permits in lots. This article will demonstrate how this feature works and how to recognize what is processed automatically as opposed to payments that will have to be made through other manual methods. |
- There are prerequisites to this function working properly for credit card purchases. The user must have a valid credit card registered in the system and it has to be designated as the Prime Credit Card.
- There are two ways to register a Credit card in the system.
- On the Admin side you would need to go into the user's profile by first searching for the user.
In this case we are looking for the user griffithsj. Once you have found the user click on their username to access their profile.
Once you are in the user's profile hover over the Profile menu item to have the drop down submenu appear.
Click on Credit Cards to bring up the Credit Card utility.
The admin can fill out the card information on the right and click Add Credit Card to register the credit card in the system.
Note: Remember to designat the credit card as the default or Prime credit card in order to allow the rollover process to automatically use this card for subsequent payments.
- Alternately a user can add his or her Credit Card to the system through the user interface.
To do so first Log into the system and navigate to the main profile landing page. Hover over the Profile menu item to have the drop down submenu appear.
Click on Manage Credit Cards to bring up the Manage Credit Card utility.
The user can then enter in the new credit card information on the bottom half of the screen. Once complete, click on Modify Credit Cards to register this credit card in the system.
It will then appear listed above the entry fields as is the case with this Visa card entry above.
Note: Remember to designat the credit card as the default or Prime credit card in order to allow the rollover process to automatically use this card for subsequent payments.
- On the Admin side you would need to go into the user's profile by first searching for the user.
- The first step in performing rollovers is to creat a new Sales Window for the time frame required. To do so enter hover over the Permits menu and click on Sales Window.
The Active Permit Sales Window tool allows you to set up 3 essential dates