Refunding Period Passes

Refunds for period passes are normally processed using the original method of payment.

Before you begin

EZ-Wallet must be open in the Trapeze4 Workstation.

About this task

The amount refunded and the payment method depends on your site's refund policy. For example, if part of the period covered by a pass has already elapsed, the client may get a partial refund. If the client requests a refund before a period pass is valid, the client may get a full refund. When a pass is refunded, future trip bookings are recalculated.

Procedure

  1. Search for and select the Client seeking a refund for the period pass.
  2. Click the Period Passes tab.
  3. In the Purchased Period Passes frame, click the pass to refund.
  4. Click Refund.
    The Refund Period Pass dialog box appears.
    The Refund Period Pass dialog box showing the Payment Method, CRC ($) and Purse ($) fields.
  5. Click a Payment Method in the list.
    Payment methods are Purse, Cash, Credit Card, Debit Card, Cheque, Wire Transfer, and On Account.
  6. If a Payment Method other than Purse was selected, type the amount to refund to that payment method.
  7. Type the amount to refund to the Purse ($).
    Note that the amounts entered in the Payment Method and Purse fields cannot exceed the Total Refund Value.
  8. Provide the information associated with the refund payment method type:
    If the client is usingComplete these fields
    Cash, their purse, or on account
    Status

    The status of transaction.

    Status options are defined in ancillary data.

    Reason

    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.
    Status options are defined in ancillary data.
    Reason
    The reason for the transaction.
    Reasons are defined in ancillary data.
    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.
    Status options are defined in ancillary data.
    Reason
    The reason for the transaction.
    Reasons are defined in ancillary data.
    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.
    Status options are defined in ancillary data.
    Reason
    The reason for the transaction.
    Reasons are defined in ancillary data.
    Cheque #
    The check number.
    The check number can contain up to 40 characters.
    Cheque Date
    The date the check was issued.
    Comments
    Any comments about the transaction.
    Wire transfer
    Status
    The status of transaction.
    Status options are defined in ancillary data.
    Reason
    The reason for the transaction.
    Reasons are defined in ancillary data.
    Wire transfer #
    The wire transfer number.
    Transfer Date
    The date the transfer was done.
    Comments
    Any comments about the transaction.
  9. Click OK.

Results

The period pass is removed from the list of purchased period passes.