Please download the excel template and fill in the appropriate fields in their respective formats. We recommend you use the 'Search' Field to include as many of the search items in the other fields. This will allow the system to search on any part of the string, and help you populate the correct account name faster.

First, navigate to Admin -> Account and drop down the General menu to begin selecting your preferences.

To configure multicurrency at the account level, navigate to Admin -> Account and drop down the General tab to reveal the multicurrency configuration shown below.

To use the scanning app for the first time it is necessary to configure the following items in the account via back office:

You can also provide a label for this field (default is comments) in each of the languages supported by your account.

Once completed and uploaded, you can use this new form of payment for any new transaction. When on the payment page, simply select Pay on Account from the list of options, and then a search field will appear. Enter 2 characters and you'll see the rows populate. Select one, enter the appropriate authorization#, and finalize the payment.

Navigate to admin>network to configure your own account's network configuration, or to manage the agencies partnered with your account. By definition, a network agency is a secondary -but independent- account with limited access to your inventory.

The Invitations page allow you to send an invitation via email to a potential provider that already owns a Betterez account.

You need to enable customers accounts in the backoffice.

Opt-in message: If checked, you will be able to enter a custom message to show besides the Email opt-in checkbox in all the languages enable for you account.

The list of templates will display all the templates for the pre-defined template collection (Default, Zebra, Epson, etc) and any Custom template defined at the account level.

The Market Pricing Schema also allows you to use some Journey Pricing records if you need more specific pricing rules. Please contact support@betterez.com or your Betterez Account rep to ask more about how to enable this in your account.

The Receipt header and Receipt footer will be printed in the transaction of the account.

Refundable online If checked, you can process refunds directly through your Betterez account. You can find more information about the way of configuring it in the refund article.

Once you have access to a sandbox or production environment, you will need to configure the general settings or certain preferences for the account.

You will need to upload a name and a description of the type of entry for each language configured in the account.

The first field is the name and it should be filled for each language that is configured in the account.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

Una vez completada y cargada, podrá utilizar esta nueva forma de pago para cualquier [nueva transacción] (../sales/909_paids_inperson_pay_on_account).

If you haven't already create an Square account and open a developer account with the same login.

The starting point to get this functionality working is to have a paid in family product already created and set to work in backoffice. Go to Admin -> Product Lines and check if the account has the right product having the paid in product family in place and check if it's properly set:

for your network agency accounts, we also recommend keeping an admin user to manage the other agent users. It is not possible to edit or create network agency users from your Backend account.

If the account is multicurrency enabled then all of the different available currencies in the account will have a filter options.

You can also check Only allow to sign in with single sign on, if this is enable your customers won't be able to sign in with the native Betterez customer accounts and they will have to use the single sign on provider only.

Please also consider that the ticket or transaction will keep the properties that were assigned to them at the moment of purchase. Changing the configuration of a certain parameter in your account won’t update old tickets.

Data archiving is applied to some accounts based on a number of factors, but is generally based on the amount of data being stored, as well as the age of the data. These settings are stored internally in the Betterez system and cannot be interacted with via the UI.

• Added label for parcel-only accounts so it's more obvious that they can scan without a selected trip.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

The template includes a "sample company", you should remove the sample company before uploading the companies for your account.

You can also create new custom payment methods for your account by clicking the Add New button. In person payment methods can only be used in backoffice, while referenced payments are meant to integrate with an external system.

In the initial load the app will auto-select a page based on the current time (in account's timezone) so the user can find quickly the trips that are about to departure.

To get this option available we need to have a "seatmapsNewDesign" flag turned ON under preferences in "accounts" collection. If not we'll be redirected to the old version

Some characteristics to take into account when searching:

The Betterez Reservation and Ticketing Management Platform now allows you to sell and display all of your products in different currencies. Once this feature is enabled in your account from the back-end, you can begin the configuration of our Multicurrency Solution in your account.

If cross border taxation is enabled in the account, EVERY station must be configured and a section will appear in the station's configuration to select if the station is a border station and the country in which the station exists. This will allow the Cross Border Tax Configuration to identify which stations belong to the ‘Border’ group and which do not for the tax rule.

Refundable online If checked, you can process refunds directly through your Betterez account. You can find more information about the way of configuring it in the refund article.

Enter a descriptive name in the different languages for your account.

• Log into your Merchant Interface at https://account.authorize.net.

Refundable online If checked, you can process refunds directly through your Betterez account. You can find more information about the way of configuring it in the refund article.

Refundable online If checked, you can process refunds directly through your Betterez account. You can find more information about the way of configuring it in the refund article.

Refundable online If checked, you can process refunds directly through your Betterez account.

• Log into your account through your Android smartdevice , and then navigate to Admin -> Mobile Apps, and click the 'Download for ANDROID' button.

You can enter specific terms and conditions for the Paid In product in this text area. Enter the terms in the different languages your account supports.

Configure the following parameters to enable vouchers in your account:

Paypal online refunds can be processed directly through your Betterez account.

The Betterez Loyalty configuration page is divided into four main sections. Depending on the languages enabled in the account, the user will have to translate and enter the information from the main language of the account into the others languages that are enabled.

If the account has the admin/finances/shift-settings ➝ "Shift operation control by location" setting selected, the system auto-selects the selected shift on admin/finances/shift-location-closures, based on the users selected shift location.

You will need to enter the name and the description in each of the languages you support. (In the screen below the account supports 5 languages).

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

With Betterez, you can enable and setup the check in process for your account.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

Make sure to select only the Back end channel since this method requires a pinpad to be installed and it will not work in websales. If the account is a multi-currency account, at least one currency per enable channel will be required:

You can enter specific terms and conditions for the Ticket product in this text area. Enter the terms in the different languages your account supports.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

If your account is multicurrency, you will see a field to select the currency of the fare table.

Depending on schedules and account configuration the header of the manifest may be slightly different.

Once the Multicurrency solution has been configured at the [account] level, the next step is to configure all of the payment methods for which you would like to receive payments in another currency other than the base currency of the account.

When creating a new print template override, you will have to select some Global configuration (for the whole account) and some Local configuration (the printer to be used in the current computer).

The use of fare classes are a feature only available for accounts with products that are using the Journey Pricing pricing schema. Customers using this pricing type must declare at least on fare class in order to show results in the trip search. Accounts with products using the Point to Point pricing type can not use fare classes.

The subscription to webhooks are a premium feature that can be enabled in each account. To enable webhooks, please send an email to sales@betterez.com.

Please download the excel template and fill in the appropriate fields in their respective formats. We recommend you use the 'Search' Field to include as many of the search items in the other fields. This will allow the system to search on any part of the string, and help you populate the correct account name faster.

Time: Enter the schedule departure time in 24 hour clock, ex. 18:30 or 02:25. All schedule times will be based on the account time zone and not the station time zone. Schedule times need to be offset considering the difference between the account timezone and the actual time for the schedule in the local time zone for it to show the correct time in the booking flow.

If your account uses taxes by state/province, please verify the value entered here matches those in the tax table

You will need to enter the name and the description in each of the languages you support. (In the screen below the account supports 5 languages).

If a Multicurrency Solution is enabled in your account, any transactions that involved a currency exchange can now be found by navigating to Intelligence -> Currency Exchange.

Based on your permissions, the products you sell and your account configuration you will see any of a number of pricing schemas.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

The Fees report allows to view information related to any fees that are enabled in your account and that were applied through any of your sales channels.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

The Sequence report allows to view information related to any sequence number that is enabled in your account and that has been applied through any of the transaction types that can use it.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

• Their credit will also increase if an admin goes to the main operator's account and increases the credit limit.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

Administration / Account setup

Cancellation fees apply to ALL transaction fees. Example: If a cancellation fee is linked to a product it will apply to the ticket and the transaction fee in that transaction. If it is not linked to a product it will not apply to the ticket of a different product but it will still apply to the transaction fee. Transaction fees are not linked to products so all cancellation fees in the account will apply to transaction fees.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

Please note that the above needs to be also in synch with the days of the week that the schedule is meant to run. If it is meant to run on holidays, but the holiday falls on a day of the week where the schedule is not mean to run, days of the week will rules over the holiday configuration. The holidays would need to fall on a day where the schedule is meant to operate for it to show for sale. It is recommended to check in this case all the days of the week because different holidays can fall on different weekdays. The schedule would only run on a day of a week that happens to coincide with a holiday that has been configured in the account.

In order to enable AVS for your account, you will first need to contact Moneris, and have them enable AVS protection. Once this is enabled, you can contact Betterez at support@betterez.com, and we will enable it for your Betterez account as well.

If the account has the "price include taxes" setting (under Admin > Setup), then the taxes will be included in the fare table price, so technically these would be included in the accumulation as well.

Currency: If a multicurrency solution is enabled in the account, a dropdown list of the currencies enabled in the account will appear in order to determine which currency you would like to issue the gift certificate.

If the loyalty module is enabled in an account, the user will have access to the Loyalty movements report. In order to access this report, navigate to Intelligence -> Loyalty movements

This will happens when your Square account is not yet enable to receive Credit Card payments. Go to your Square dashboard and follow the instructions to complete the approval and configuration process.

Shifts are enabled at the permissions level, so you will need to indicate your account representative what roles will need to use shifts.

Country: The name of the country where this tax should apply. This field should only be used when taxes apply to a whole country. If your account has taxes per state/province, only use the State/Province field (you can't select country and province at same time). By default this value is "All".

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

The first step is to make sure the "deferred_payment" method is enabled in your account under Admin>Payments.

The Transaction Summary report allows to view a quick summary of the transactions made in your account. If you want more details about individual transactions, please refer to the Transactions Report.

In this section provide a name for the bundle in all the supported language for the account. This name will be displayed in the sales flow and the printed bundles as well as in the reports.

NOTE: If you have more than one language enabled in your account, you can enter the same message in the other languages.

Make sure to select the right channel. If the account is a multi-currency account, at least one currency per enable channel will be required:

Once a user is enrolled in the loyalty program, points can be manually added to or removed from the loyalty member's account by an administrative user. The ability to add or remove points is hidden behind a permission that can be added to a user role upon request by contacting support@betterez.com. The user adding or removing the points must also select one of the pre-configured reasons for the addition or deletion of points and may also add a free-text comment.

Navigate to Operations -> Stations and select the station for which you would like to display pricing and accept currencies in a currency other than the base currency of the account.

Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

There is a significant amount of data that is available in the Agency commission report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

There is a significant amount of data that is available in the Journeys report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

There is a significant amount of data that is available in the Items report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

There is a significant amount of data that is available in the Items report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

Cards: If the account has card types created you will have the ability to associate the card to the customer you are creating, by selecting the card type, entering the card number and the expiration date of the card. You can add as many as you want.

You can use the gear icon to toggle between the different fields and select the data you want to view. Don't forget that the columns can be dragged and dropped and placed in a custom order. Use the download button next to the gear icon to download the page you are viewing or all the data contained in the filter and the fields you have selected in csv format to the email address associated with your account.

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

By clicking on it, they are brought to the list of active trips. That is, the trips active for today, and tomorrow up to 6 am (account's timezone).

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

You can use the gear icon to toggle between the different fields and select the data you want to view. Don't forget that the columns can be dragged and dropped and placed in a custom order. Use the download button next to the gear icon to download the page you are viewing or all the data contained in the filter and the fields you have selected in csv format to the email address associated with your account.

You will need to enter a name in each of the languages enabled for your account. This is the name that will be used in the sales page and in the waybill as well that in reports and parcel details page.

-peligro Recuerde que para poder iniciar sesión en el escáner el sistema debe saber su nombre y apellido, así que, si aún no lo ha configurado, [proceda con esto primero en el back-office.](/content /scanning/00_setup_the_account#configurando-la-cuenta)

• If you have other products in your account, make sure to highlight 'Parcels' in the 'Products:' list

Now we need to use the POST /accounts/applications endpoint to authenticate using the application.

If you can't see this menu in your account, please contact Betterez Support.

• First, make sure to have the correct configuration for Scanning: Setting up the account

Ahora necesitamos usar el endpoint POST /accounts/applications para autenticarse usando la aplicación.

Important: O&D exceptions are by fare type which means they need to be created separately for each fare in your account, unless you would like the discount to apply only for a specific fare type

To use a Voucher, change the Payment Method to Voucher (or VoucherPay depending on the account).

There is a significant amount of data that is available in the ticket report. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

To enable your customers to have the option of making changes to their reservation using the Betterez Self Service Portal, you can select the "Enable self service change" option under the Customer account settings.

If your account has custom subdomains you can also configure the domains this payment method will be available for.

You will need to enter the name and the description in each of the languages you support. (In the screen below the account supports 5 languages).

Please make sure to have your own account email for this and not info@betterez.com. If you have this latest, notifications wont be sent.

Some fields, such as the section/row/seat from a ticket may be enabled depending on your account's configuration.

In order to purchase a flex pass there first must exist a flexpass payment type as well as a flexpass product in your account. Once created, the flexpass can be made available for purchase in the backoffice, agency backoffice, websales, and/or agency websales sales channels.

• Inicie sesión en su interfaz de comerciante en https://account.authorize.net.

• Delivery Method: either by email or S3 account

Taxable: If =true, tax configured in the account will be applied to the paid in item.

You can enter this messages in all the supported languages for your account.

The view in your screen may vary depending on the integrations you have in your account.

Para tener esta opción disponible, se necesita tener el flag "seatmapsNewDesign" encendido en el objeto preferences de la cuenta correspondiente en la colección "accounts". Si no se encuentra disponible se nos direccionará a la versión anterior

The move feature is only available for the Main Backend account, it is not enabled for Network Agencies.

In order to purchase a flex pass there first must exist a flexpass payment type as well as a flexpass product in your account. Once created, the flexpass can be made available for purchase in the backoffice, agency backoffice, websales, and/or agency websales sales channels.

• Dates and times will use the format set in the account's settings.