3 fleet accounts, 4 account programs, Fleet accounts – Unitec WashPay User Manual

Page 14: Account programs, Figure 3. account program screen

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W A S H P A Y

Document Number:

WP1010

As with prepaid accounts, subscription accounts should be set up by first creating a subscription
account program (e.g. Gold, Silver, Bronze pass) than issuing individual accounts from the desired
program. Subscription accounts can also be configured to operate on a schedule and have expiration
dates and frequency limits.

3.1.3 Fleet Accounts

Fleet accounts are intended as a ‘house credit’ application where a business will be billed for usage.
Typical customers for fleet accounts include local law enforcement agencies and private businesses
with a number of vehicles in their fleet. Fleet accounts are set up directly from the Accounts menu
option and not from the Programs menu. Once a fleet account is set up for a business, cards, codes
or RFID tags may be activated and assigned to individual users (or vehicles).

Fleet accounts can be set up to restrict a user to a single product or to allow them to select any
available product. The feature also allows the car wash Operator to assign a discount (as a dollar
value or percentage) to the account. This discount will be applied in the Account Transaction report,
which serves as the fleet customer’s statement (for billing).

The fleet account set-up page also has a check box, which is used to identify the account as a
‘maintenance’ account. Maintenance accounts are intended to be used for car wash site employees,
service providers and others that may need to use the wash but are not paying customers. The use of
maintenance accounts is not accounted for in revenue calculations but these uses are counted in the
accounting and house account reports for tracking.

3.1.4 Account Programs

The account programs option is used to set-up standard products for pre-paid, Site Lynx pre-paid,
and subscription accounts (e.g. $50 gift card, 5 wash pass etc). Once the program is set-up the
‘Accounts’ option can be used to issue or edit an individual account.

Figure 3. Account Program Screen

Document Title:

WashPay Owners Manual

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