Payment Types

The Payment Types ancillary data dialog box allows you to specify methods of payment.

About this task

You can edit these types as required. After defining Payment Types, they can be used in Reasons ancillary data and funding sources ancillary data.

Procedure

  1. Click File > Ancillary Data > Para > Pricing > Payment Types.
    The Payment Types dialog box appears.
    The Payment Types dialog box with five defined payment types: APP, CASH, SPP, TCK, and TICK.
  2. Provide the following information:
    1. Type an abbreviation (Abbr) for the payment type.
    2. Type a Description about the payment type.
    3. Type the cost (Value) of the payment type.
    4. Optional: Click Update Purse With Excess Balance to indicate the EZ-Wallet purse should be updated with excess payment amounts.
    5. Optional: Click Inactive to indicate that the payment type is not currently and option in the system.
      Typically, an inactive status would be applied by editing an existing payment type record. Applying an inactive status instead of deleting a record allows users a more complete picture of historical data.
  3. Click Add.
    The payment type is added to the list.
  4. Optional: To create different prices for different amounts of a Payment Type (for example, tokens):
    1. Select the newly created payment type.
    2. Click Purchase rules.
    3. Type the Quantity and Cost for payment type variations.
      For example, 1 token for 2 dollars and 5 tokens for 8 dollars.
    4. In the Transporation unit refund rule: drop-down box
    • Use average price.
    • Use defined value.
    1. Click OK.
  5. Click Close.