How to start a pay later account
Mandalay CS is able to generate and manage temporary accounts for cash customers that plan on making a number of transactions for a period of time and then paying out the account at the end of the period.
The following steps will show how to create a temporary account that can be used for multiple vehicles if necessary.
To use an existing account follow this lesson How to use an existing pay later account
Note: The pay later feature is not turned on by default in the Mandalay CS ticketing program so please contact your system administrator if you require any further assistance.
Cash Tendering Screen
To be able to start a temporary account the Cash Tendering screen must be displayed. To get to this screen the client must be a cash client.
Start a Pay Later Account
Click on the Start (Pay-Later) button.
Enter Details for the Account
In this screen you will need to enter any details that have been configured as required when starting a temporary account. Mandatory items are in yellow. It is possible to search for existing details if they have already been captured by using the find icon.
Driver Details
Enter in the drivers details and select the Find button to search for any existing details.
Search Results
Select item from list if applicable
Payer Details
Enter any details for the Payer. Mandatory items are in yellow. The Find button is available for payer details.
Driver is Payer
If the driver is the person that is responsible for paying out the account then check the Driver is Payer option. This will automatically bring down the details from the driver.
Notes
Add any notes required for this account.
Allowing other vehicle to use account
If the account is needed across multiple vehicles then the Allow other vehicles must be checked and a payment reference entered. This payment reference is then used by other vehicles to reference this temporary account.
TIP: This can be handy when an open cheque is provided as the cheque number can be entered as the payment reference.
Confirm changes to existing contact
If any details provided for either the Driver or Payer are different to what is currently entered then the system will prompt to confirm if the existing contact should be updated or a new contact created.
Check account created
To confirm the pay later account has been create perform a till check. This will create a Temporary Account report and will show the license plate used to start the account and any payment added to the account.
It is also possible to create a report in WBR and Facility Management to provide details on pay later accounts.