Flex Payments

Configuring a Lot For

The Flex Payments process allows administrators to create a prepaid credit balance on a user's account by issuing a zero-dollar placeholder permit and applying a manual negative adjustment. Its primary purpose is to provide flexible funding options for specific user groups, allowing them to apply this prepaid credit toward future parking purchases on the user portal. This article is intended for OPS-COM administrators.

Setup and Configuration

To beginutilize createflex payments, administrators must first configure a dedicated zero-dollar lot and allocate placeholder permits to it.

Configuring the Flex Payment Lot

and

added 10 permits to it (FLX001...FLX010)

1. ToHover do so first go toover Lot Administration and selectclick Pricing & Lot Admin.Admin.

   

2. NameCreate thea new lot and enter a descriptive name (e.g., Flex Payment LotLot).

   or
something
3. you consider appropriate.
   

   Set the cost atof the lot to $0.0000.

4. Select the specific demographic utilizing flex payments from the Usertype
    drop-down menu (e.g., Full Time Staff).

5. Set the Sales UsertypeWindow to theYearly.

   users
who
6. will

   Save beyour usinglot Flexconfiguration.

   Payments.
In
7. our

   Hover example we are usingover FullLot TimeAdministration Staffand click Allocate.
   
   

8. Add a block of dummy permits to this new lot (e.g., FLX001 through FLX010).

Note:Lot theVisibility: This placeholder lot does not haveneed to be set to visible to usersstandard users, as this functionality willis onlyexecuted beexclusively used onfrom the Adminadministrative Portalportal. You can safely hide this lot from public view in the lot settings.

Using this Feature

SetOnce the Salesplaceholder Windowlot is established, administrators can apply a flex credit to Yearlya user's account by "selling" them one of the zero-dollar permits and adjusting the transaction total.

Applying

Addingthe Flex PermitsCredit

1. Navigate to the Lotspecific

   Gouser's to Allocateprofile and add your ten permits.

   

   Testing Flex Payments

   To test find a Full Time Staff user with a vehicle in our example we are using John Doe.
   Click onclick the Parking tab to begin the purchase process.tab.

   

2. 
   
   PurchaseSelect a permit from the newly created Flex Payment Lot.Lot.

3. Click the Purchase this Permit button to proceed.

   Process

it as if it were a zero dollar cash purchase.

4. 

   Click

   The Payments Due screen will open. Selectthe Proceed to Payment tobutton continue.

   

   Onon the veryPayments lastDue screen.

5. Select a manual payment type, such as Cash, and process it as a zero-dollar purchase.

6. Click the Adjust button on the final confirmation screen click on Adjust to bring upopen the adjustment screen.
   interface.

7. 

8. SetEnter a -200.00negative value to represent the credit amount (credit)e.g., -200.00).

   Added

9. Enter a commentclear description in the Comment field (e.g., Flex Payment Adjustment).

   and
clicked
10. on

    Click the Add Adjustment. button.

Key Information Displayed

• User Portal Credit: Once the negative adjustment is applied, the user will see a credit balance displayed directly on their dashboard when they log into the user portal. This balance can then be selected as a valid payment method when they check out to purchase their actual parking permit.

  How

Do Not Process the Credit: After adding the negative adjustment, do not attempt to process a refund or payout for the credit isbalance. displayedLeave the negative balance on the useruser's Portalaccount

Do not processso the creditsystem yetrecognizes it as itavailable willfunds appearthey ascan apply toward future permit purchases.

---

Best Practices and Considerations

• Audit Trails: Always use clear and standardized comments when adding the negative adjustment (e.g., "Fall Semester Flex Funding"). This ensures your financial team can easily identify why a credit on the users account. 

  

  Thismanual credit can now bewas applied to athe permituser's purchase.profile during an audit.