Unitec WashPay - Manual (Page 13)

W A S H P A Y
Document Number: WP1010
Document Title: WashPay Owners Manual
3 Daily Operations
3.1 House Accounts
The accounts module is a product option that allows house accounts to be set up and managed in the
Sierra server application. Four account types are available: prepaid, subscription, and fleet accounts.
Accounts can be configured for redemption by a magnetic stripe card, numeric code or RFID tag. The
Accounts module also includes reports for tracking account status and usage. Management functions
will appear on the left side of the Accounts management page.
3.1.1 Prepaid Accounts
Prepaid accounts function as a gift card and can be configured with either a monetary value or a
number of prepaid washes (e.g. 5 wash pass). Revenue received from the sales and recharges of
prepaid accounts is shown in the Other Revenue section of the Site Revenue Report. Account uses
(or redemptions) are reported under the Prepaid column in the Net Sales section of the Revenue
Report.
The recommended method for issuing a prepaid account is to first create an Account Program
through the Programs option in the Accounts menu. Example programs would be a $50 gift card or 5
Express Wash pass. Once a program is established, individual accounts can be issued through the
Accounts option in the Accounts menu. Configuration options for prepaid accounts include:
• Schedule – restricts the account for usage on certain days or during certain hours
• Expiration – set an expiration date for the account
• Frequency limit – set a frequency limit for account usage (e.g., once per day, 3 times per
week, etc…)
You may reload the account without reentering all information, and the customer may also reload his
account at the C-Start. If the balance of the account is insufficient for the purchase, the customer will
be asked if they’d like to recharge the account. If they choose to do so, they’ll be prompted to add
payment and the account will be recharged for the amount that’s defined in the account program. For
instance, if the account program is configured to provide (5) $10 washes for $40, the customer will be
charged $40 for the reload and 5 washes will be added to their account. One of those will be applied
to the current sale so the remaining balance will be 4 washes. Please note that this feature will also
apply to ‘multi-wash’ codes.
3.1.2 Subscription Accounts
Subscription accounts are designed to support an ‘unlimited’ wash application. These accounts are
product-based accounts and are valid for a specific wash package. It should be noted, however, that
customers using a subscription account are able to add money to upgrade to a better wash if
Upgrades are enabled. As Sierra does not include a recurring billing application for subscription
account payment, the sale of a subscription account is not reported as revenue. Likewise,
redemptions against these accounts are not reported as revenue. Redemptions are included in the
Transaction Count in the summary section of the revenue report but are excluded from the Paid
Transactions count.