Park on Pay Later (Temporary Account Tickets)

Overview

The purpose of this article is to demonstrate new functionality of Pay Later process, made available in the MandalayCS 3.5 Interim Release (August 2018).  Park on Pay Later further supports business processes where a cash customer is set up with a temporary credit account. The changes made to the temporary account module allow for the last ticket recorded to be parked and then reprocessed to close the account. The vehicle will appear in the vehicles list as the vehicle rego prefixed with a $ on a dark orange button. 

 Note: This feature will not work with the Allow Alternate Vehicles options for temporary accounts. 

New Temp Account Restrictions

Prior to these features all temporary account were considered open. This meant any number of subsequent transactions could be recorded against it. With this set of features there are now options for controlling when a temp account will stop accepting transactions. 

  • Single Ticket – Only one ticket can be recorded for a temp account. This will mean the ticket that is unpaid must be completed before a new transaction can be recorded.  
  • One Day – The temp account is only open for a day before the account needs to be closed to allow transactions on subsequent days. 
  • Open – There are no restrictions on the number of transactions recorded against an account. 

Recommendation: The Park on Pay Later should be active with the Single and One Day settings as they may prevent new transactions from being recorded. In this case the only way to close the account would be to complete payment of the last transaction. 

An additional option available it to prevent partial payments on a transaction that is to be added to a temporary account. 

Configuration Options

Park on Pay Later

This setting will mean that tickets recorded against a transaction will appear as a parked ticket (dark orange button). Only the last transaction recorded will appear when this is selected.

Company Details > Payment Options > Use Pay Later = Yes > Park on Pay Later = Yes

Note: This setting will de-activate the Allow Alternate Vehicles options if activated.

Temp Account Usage Restrictions

These settings are used to control how many transactions can be used on a temporary account before it must be closed, and if part payment is accepted. By default the system is set to Allow Partial payments and set to Open Pay Later.

It is recommended that the Park on Pay later be activated if using the Single Ticket option as it will not be possible to record another transaction for the vehicle until the account has been closed.

Transaction Flow - Start a Park on Pay Later

To create a Temporary Account the operator first needs to capture all mandatory transaction fields before proceeding to the print button. In the cash tendered screen, the select 'Start Pay-Later'.

Mandatory Driver and Payer details are highlighted in yellow. If the temporary account already exists use the find functionality to confirm the details. Once this information is complete, select the type of temporary account to proceed.

The docket produced will be the same as any that are printed when a temporary account is used. 

 

Transaction Flow - Close a Park on Pay Later

Select the vehicle arriving to site - the existing transaction account information will be displayed.

Selecting this vehicle will present the operator with the last ticket recorded against a temporary account, the operator can then choose to complete the transaction again applying the correct payment method. If the payment method is voucher, then any value calculations for the voucher will use the product recorded in the transaction.  

Reporting Options

Any report in Facility Reporting will include a field called Ticket Type. This can used to identify parked unpaid tickets. These tickets are identified by the following criteria: 

TicketType = ‘Unpaid’ 

This only appears for the last transaction on the temporary account or the last unpaid account transaction. If a new transaction for a temp account customer has been processed, then the previous transaction is marked as a ‘standard ticket’ and closed but will still be linked to the temporary account.