Unitec WashPay - Manual (Page 17)

W A S H P A Y
Document Number: WP1010
3.1.5 Accounts
When the accounts option is selected, a list of current accountholders will be displayed along with
search functions to find a specific account. To view details of an account, click Edit next to the
account. To setup a new account, select the account type from Fleet, Pre-paid or Subscription from
the drop-down menu below the table. For new Pre-paid or Subscription accounts, you may select a
Program from the additional drop-down menu.
3 . 1 . 5 . 1 P r e p a i d a n d S u b s c r i p t i o n A c c o u n t s
For prepaid and subscription accounts, it’s recommended that you first set up an account program,
then select the program from the drop down list. Select add new account.
Figure 6. Prepaid Account Edit Screen
The account set-up page will show values that were set-up for the account program but additional
data will need to be entered for the account holder as follows:
• Last and First name of the Account holder. A mailing address can be entered if desired
by selecting the ‘details’ tab.
• Redemption method – select code, card or RFID (Subscription accounts only) from the
drop down menu.
• Number – Enter code, card number or RFID tag number.
3 . 1 . 5 . 2 F l e e t A c c o u n t s
Fleet Accounts are set-up and managed directly through the ‘Accounts’ option (not the ‘Programs’
option). Account set-up is a 2-step process. The first step will be to set up and save the fleet business
Document Title: WashPay Owners Manual