Purchasing Transportation Units
Transportation units can be purchased with an amount from the client's purse, on account, or using cash, credit card, debit card, check, or wire transfer.
Before you begin
About this task
Up to two types of payment methods can be used: the purse, and one other payment method.
Procedure
- Search for and select the Client for whom to purchase transportation units.
- Click the Transport Units tab.
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Click Purchase Units.
The Purchase Transport Units dialog box appears.
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Provide the following information:
- Type
- A transportation unit type.
- Payment Method
- The client's preferred payment method.
If Purse is specified, Max Possible Deduct from Purse is no longer available.
- Amount
- The number of dollars to be used by the selected payment method when purchasing
transportation units.
If the amount is larger than the cost of the quantity of tickets purchased, the difference is deposited to the purse. (This typically occurs if $0.00 is used for Max Possible Deduct from Purse.)
- Max Possible Deduct from Purse
- The maximum number of dollars to be applied from the client's purse.
This amount is added to the defined Amount. When purchasing tickets, the Amount is used first, and the purse is used to purchase any additional tickets, up to the maximum amount specified.
For example, if the Payment Method is Cash, the Amount is $10.00, the Max Possible Deduct from Purse is $22.00 and tickets cost $2.50, then the $10.00 will purchase 4 tickets and the $22.00 will purchase 8 tickets. The total cost will be $30.00 and only $20.00 will be deducted from the purse.
To use all of the currently available funds in the purse to purchase transportation units, click Set Max.
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Click OK.
The Purchase Transport Units Details dialog box appears. It details the maximum quantity of transportation units that can be purchased using the amount of money specified, and provides a breakdown for each available quantity of those units. It also states how much money will be used from the purse, what the current balance is, and what the remaining purse balance will be.
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To complete the transaction, click Process Payment.
The Confirmation dialog box appears.
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Provide the following information based on how the client is paying for the
transportation units:
If the client is using Complete these fields Cash, their purse, or on account - Status
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The status of transaction.
Status options are defined in ancillary data.
- Reason
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The reason for the transaction.
Reasons are defined in ancillary data.
- Comments
- Any comments about the transaction.
Credit card
- Card type
- The card type in the list.
- Status
- The status of transaction.
- Reason
- The reason for the transaction.
- Please enter the Confirmation Number
- The confirmation number provided by the issuer after the transaction has been processed. If a mask is used (for example, #####), typing the confirmation number will overwrite the mask as the number is typed.
- Comments
- Any comments about the transaction.
Debit card - Card type
- The card type in the list.
- Status
- The status of transaction.
- Reason
- The reason for the transaction.
- Please enter the Confirmation Number
- The confirmation number provided by the issuer after the transaction has been processed. If a mask is used (for example, #####), typing the confirmation number will overwrite the mask as the number is typed.
- Comments
- Any comments about the transaction.
Check - Card type
- The card type in the list.
- Status
- The status of transaction.
- Reason
- The reason for the transaction.
- Cheque #
- The check number.
- Cheque Date
- The date the check was issued.
- Comments
- Any comments about the transaction.
Wire transfer - Status
- The status of transaction.
- Reason
- The reason for the transaction.
- Wire transfer #
- The wire transfer number.
- Transfer Date
- The date the transfer was done.
- Comments
- Any comments about the transaction.
- Click OK.
- Close EZ-Wallet.