Payments and Transaction Flow

The flow is a 3 step process, which includes:  

 

 User/Admin link item to user 

 User makes payment promise 

 Admin processes payment 

 

 Step #1: 

 A user or an administrator links a permit to the user. At this point, there is no payment link and the item is " Awaiting Payment " since the user has not selected a payment method ( made a promise of payment ). As well, items (permits) are not accessible to any other system user.  There is a midnight clearing list which can automatically release permits linked to users that do not have promises for payment. 

 Step #2: 

 User or admin links a  payment type  (ie. cheque, cash, etc.) This puts the user on the  Unprocessed Payments  list, and that list needs to be checked regularly. This allows a user to mail in a cheque or to stop by the office to make payment. In these cases, a user has "promised" to pay. We suggest that permits be released (Drop Payment) after 2 weeks since that offers users enough time to make payment. 

 Step #3:  

 Once payment is received (cheque is received in the mail, or the user stops by the office to make a payment)  the transaction is marked as  processed and the user is linked to the item.  At this point, the item is marked processed and is actually (completely) linked to the user.