When do we use this?
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.
Note: If you are accepting Credit cards that you wish to charge on rollover, you must have a Gateway that allows you to charge client cards directly. This cannot work for a system that is set for Hosted Payments only.
The following are important steps to complete before you can rollover your lot permits to the next Allocation and auto-pay relevant permits. The steps are outlined below.
Using Credit Cards on File to Purchase Recurring Permits
There are two prerequisites to this function working correctly for credit card purchases on rollover. The user must have a valid credit card registered in the system, and the card must be designated as the Prime Credit Card.
Note: If you are accepting Credit cards that you wish to charge on rollover, you must have a Gateway that allows you to charge client cards directly. This cannot work for a system that is set for Hosted Payments only.
For instructions on how to enter a credit card into the system refer to this wiki article
Performing Permit Rollovers
Perform the steps in this wiki article to complete the Rollover process.
Hover over Permits, then select Process Payments for Rollovers.
The Rollover Payment Processing page will be displayed as seen in the image below.
To select which payments will be done click the check box with the payment type. If the invoice or permit says "None Set" then the user must process the payment to get the permit in the next sales window.
Select the 'Process Payments for Rollovers' button
Support Agent Notes
- This method will not allow you to perform $0.00 payments. Instead you will need to make use of the Mark items Paid for $0.00 items.
- Check to see if they have process zero dollar payments as this may change how $0.00 payments are rolled over.