How to close a pay later account
In order to close an account the cash tender screen must be displayed, therefore either the last transaction for the account period should be used to close the account or a cash transaction with a zero price should be used to bring up the cash tender screen without charging any additional fees.
The following steps explain how to close a pay later account.
Note: It is possible to charge an admin fee for this by adding a price the pay out product.
Start final transaction
Select any vehicle that has used the pay later account.
TIP: It is better to use the last vehicle to use the account (if known) as the payment reference is not required.
Open Account Warning
A warning is displayed with the current account balance that is outstanding.
Pay Out Product
If this is not the last paid load then a zero priced product needs to be used to force the Cash Tender screen to be displayed.
Note: This product should be an each item.
Select the Pay Out method
Once the Cash Tender screen is displayed select the method that the pay later account has been paid out by.
Note: If this is a normal weighed transaction then the Total This Trans will have a value.
TIP : It is possible to partially pay out a pay later account by changing the amount of cash. If this is done the Close option is no longer presented and the Add To button can be used to continue the temporary account.
Close the Account
Click on the Close (Pay-Later) button to complete the process of closing the account.
Check account closed
To confirm the pay later account has been closed perform a till check. This will create a Temporary Account report and will show none of the license plate used against the account.
It is also possible to create a report in WBR and Facility Management to provide details on pay later accounts.