Unitec WashPay - Manual (Page 18)

W A S H P A Y
Document Number: WP1010
account. The 2
nd
step will be to add users (drivers) under the account. From the main Accounts page
select Fleet as the account type and click the Add New Account button.
Figure 7. Edit Fleet Account
To set-up the fleet account:
1. Enter the business name for the account in the Name field.
2. Select the account type as monetary or product based. For product accounts, the
associated wash product will need to be selected from the drop down list of available
products.
3. Enter the value of discount that should be applied to the fleet customer’s billing
statement. Discounts can be set for a dollar value or a percentage.
4. Select ‘maintenance’ account if usage is not to be reported as revenue. NOTE: This
account feature would typically be used for service providers and employees.
5. Select and enter usage limits, if desired.
6. If the account is only to be used during certain days or hours, enable and configure the
account schedule.
7. Select the Details button and enter the billing address for the account, if desired.
8. Click save to save the account and return to the account listing.
To add or edit Users under a fleet account, find the account name in the account list and select edit.
At the Account Edit page select the Users button. A list of current users will be displayed. Select the
Add User function to get to the Edit Account User screen.
Document Title: WashPay Owners Manual