Permit Purchase by an Admin

Purchasing a Permit 

 

 To begin go to  pbirch's  user profile and click on the  Parking  menu item. 

 

 

 The screen will refresh with the following option screen. You may purchase a  Standard Permit , a  Temporary Permit  or  Associate an Access Card with the User  from this screen.  In our case we will select a Standard Parking Permit. 

 

 

 The screen will refresh with the lot selection tool. 

 

 The drop down allows the admin to select various lots that are available for this user based on user type. In this scenario lots available to staff members can be selected. 

 

 As suggested we will select the  Yearly After 4PM lot . Notice the number of available spaces in each lot is displayed here as well. 

 The screen will refresh with a confirmation screen that displays the purchase details. 

 

 The system will bring up the next available permit in sequence by default, however if there were a requirement to have a specific permit issued to the user, the admin may expand the  permit #  drop down to select a specific permit. 

 

 Once the permit is selected Click on  Purchase this Permit  to proceed. 

 The screen will refresh with the  Payments Screen  listing the permit as well as any other payment that would be due at this time. Click  Proceed to Payment  to continue. 

 

 

 The screen will refresh with the  Payment Type  selection tool. 

 

 The admin may select whatever payment type they wish to process this payment with from the drop down list. In our case we will select  cash  as the payment type. Click  Submit Payment Type  to proceed. 

 

 

 The screen will refresh with a confirmation screen showing the payment details with totals. Click on  Confirm Payment Information  to proceed. 

 

 

 The screen will refresh with the  Transaction Details  screen. There are several sections on this screen that display specific information about your transaction. 1- The  Confirmation Number  for this transaction.  2- The  Submit Date  along with a  View Snapshot  link which allows you to see the payment information for this purchase, however, it does not allow you to drill into the details of each transaction from the snapshot (In the example below, Permit No. 60). It will only display the total of all items and the value of each item individually.  

 

 

 3- The  Payment Method  which can actually be changed at this point if needed.  4- Three options are available: Process Manually  which will complete the purchase Cancel & Keep  which will cancel the transaction but keep the transaction details and reserve the permit so that you can process the payment at another time. Click on  Process Manually  to complete the purchase. 

 

 

 

 The screen will refresh with the final Transaction Detail screen. This information screen can be accessed in the future from the user's history in order to view this information. The admin has the option from this screen to perform a refund if needed.  

 

 

 

 Payment Notes 

 Payment Notes allow Admins to annotate refunds and other payment anomalies. These notes are private and not visible to the end user.