Transaction Management - Permits

Modified on Fri, 23 Feb 2024 at 03:46 PM

Transaction Management (this feature is only available in Permits)

Transactions displayed on the Transaction Management page are NOT Cashiering transactions. 

The Transaction Management page allows a user to locate and manage payment-related actions within  Permits ONLY.

Note: Passport does not currently provide a similar page for Enforcement transactions.

Cashiering works in addition to both Permits and Enforcement transactions; Cashiering generates its own transactions that reflect unique transaction IDs. 

  • If you have the Permits bundle enabled without Cashiering, you will be allowed to access the Transaction Management page but not the additional Cashiering pages.

On the Transaction Management page, you can search for specific transactions by using the filters at the top of the page. Filters include:

  • Transaction ID
  • Card Tail (last 4 digits of a credit card)
  • Date Range

Once you locate the transaction you would like to view, select the transaction line item to view the transaction details. 

Each Transaction contains three primary sections: 

  • Transaction Details 
  • Payment Details
  • Permit(s) linked to this transaction. 
    • Note: You can select these permit links to navigate directly to the permit record. 

To Refund or Reverse a transaction (learn more on this page), you would select the Refund Transaction button, then make adjustments to the payment by selecting “Adjust Payment.” 

  • Refunding a transaction allows a full refund of the transaction amount. 
  • Adjust Payment offers additional options (Refund Directly or Reverse Payment) and allows you to specify the amount you would like to adjust.
    • Note: the system will default to the full amount available. 
    • Note: For multi-tender transactions, adjust each payment method separately. 

Refunding all or a portion of a permit record does not affect the permit's current status, active or otherwise, and will need to be updated separately. You can navigate to the Permit directly from the Transaction page to take any additional actions required.   

Refunds and Reversals are only allowed when a Drawer Session is “Open” or “In Review.”  If no drawer session is active, you will be required to initiate or join one before you can refund or reverse a transaction. Transactions are no longer added to a drawer when that session status is “Closed.”

Within a transaction, you can select the View Receipt button at the top right to send the receipt in an email or to generate the receipt in a new tab to be printed.

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