This article describes the information contained in the Transaction details page.

The Transactions Report lets you access a great deal of useful information pertaining to the financial transactions that have been done through all of your sales channels, using any payment method. This also includes the use of redeemable items when creating a ticket.

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.

Transaction numbers refer to a financial transaction, of which multiple tickets may be associated. If a passenger purchased 3 tickets and paid for them all at once, 1 transaction number, and 3 ticket numbers would be created.

You may refund transactions and most products you sell in the Betterez platform. Keep in mind that every product or ticket may have different configurations, and refund eligibility depends on how you set up your account. This article describes different configurations and scenarios you may encounter. If you have further questions, please contact support@betterez.com and provide them with the Transaction or Ticket ID you want to refund.

• /tickets/transactions/cancel (crear) habilita la cancelación

• ReferenceId: the transactionId related to the operation. You can paste it in the URL to be taken to the transaction. https://yourURL.betterez.com/tickets/transactions/(yourtransactionId)

Wait for payment completion Indicates whether Betterez waits for the payment provider to complete the payment or marks the transaction with Waiting For Payment status.

For majority of the tickets sold, the work flow is straight forward: A ticket is generated when a transaction is successful. Paid transaction total equals paid ticket amount. Similarly when a gift certificate or a paid in item is created, a paid transaction is generated, and the transaction total equals to the amount paid for the gift certificate.

You have up to 2 minutes to complete the transaction using the temrinal, after that you will see the following error.

A refund process with Prisma starts in the same way as a general refund in the Betterez platform. In the transaction details, click on the Cancel button to go to the refund page. Transactions must be eligible for a refund.

Depending on the type of transaction you are undertaking, there are a number of different fees that can be enabled and applied to a transaction and/or ticket.

The Payments report allows to view information related to any transactions done through any of your sales channels. The way the information is displayed makes it easier to identify any group of transactions that may have some issue with the payments, or get information by shift location to be able to evaluate specific agencies.

The dashboard allows you to view a breakdown of your transactions, tickets, and journeys in addition to the tickets per channel. Similar to the previous iteration, you can view these quantities in a variety of date ranges: 12 months (annual), 12 weeks (quarter), 30 days (month), 7 days (week), today, and custom ranges. The bar graphs adapt to the selected duration - becoming more granular for shorter time frames i.e. will show by month for the annual selection and by day for the 30 day selection.

• A redeemable item can also be redeemed by using the global search tool to search for the transaction number containing the bundle.

For custom fields configured for the checkout/transaction model: once created, the new custom field will appear in the final window of the checkout process, right before the payment is finalized. For example, in the image below you can see a a customer field to collect information about how the customer heard of the service.

The value in the properties should be an empty object except for the transaction property that is a special case, see below

By default PDF for tickets and transactions use an A4 size paper.

Betterez uses an automated email system to handle confirmations and notifications related to ticket transactions. However, certain conditions and system behaviors affect whether an email is sent.

In the case where transaction has one Customer but the ticket has a different passenger (ex: customer buys a ticket for a relative) if you change or move this ticket using a regular move, the Customer and Passenger will remain as in the original transaction. But if the ticket is moved using unrestrictive move, the resulting transaction will create a new customer with the passenger information provided. Example. Customer A with email a@a.com purchases a ticket for Passenger B with email b@b.com. If this ticket is moved using the unrestrictive move it actually creates a new customer with the Passenger B information. The new transaction will have then Passenger B both as customer of this transaction and passengerfor the ticket. So for unrestrictive move if customer and passengers are not the same, it actually creates a new customer with the passenger information.

This report shows information about any refunds. This can include both cancellations and ticket changes. Since the system allows to have several policies for these operations, this report will show the details for each transaction and the total amount refunded after any fees are applied.

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.

The commission is calculated for each item and the sum of all the commissions is asign to the transaction.

• Our promo code setup is designed to respect the lowest hierarchy rule (i.e. Product -> Type -> Route) first within the list of constraints. For example: if a customer configures the promo to be of type 'Roundtrip', but also to apply for a specific route, then the discount will only apply to the leg of the journey that is within the designated route (when choosing a round-trip transaction) rather than applying to both legs. This is because the return leg is part of a different route, and therefore a new promo rule needs to be created to discount both legs.

You can search Transactions by the authorization code or the reference number of one of the payments in the transaction as well. To do so use the 'AC:' or 'RN:' prefix to indicate what you are trying to search for.

Scrolling down within this view allows the user to click on different tabs to display historical transaction information as it pertains to actual transactions, unique tickets, refunds, redemptions, and loyalty points movements.

Above transactions and ticket details, there are other sections that add mayor information according to the product type.

Additionally, there are fields that can be selected to see that field in more detail, such as the Transaction Id, Customer Name, Current Commission,Commission, Display Commission, and Agency Id.

There is the option to enable payments with multiple Gift Cards in a single transaction.

La propiedad Transaction puede tener un objeto con la propiedad' Condiciones '.

• Select from their recent transactions at the bottom of the page the transaction of the ticket that needs to be unredeemed.

Depending on the type of transaction you are undertaking, there are a number of different fees that can be enabled and applied to a transaction and/or ticket.

When changing the prices and calculating taxes backwards, the account’s rounding policy is applied and this can cause some rounding errors in connecting trips. This rounding errors will be fixed in the last ticket of each journey. Any transaction fees will be added to to the price after taxes.

Disabled if checked, the promotion will not appear in the UI in the list of promotions to apply to a transaction.

Generally you can't do a refund for a transaction that is older than 180 days.

The invoice will be issued under the original transaction.

Rules for archiving data starts with the creation date of a transaction. If the creation date of a transaction is greater than the threshold set for the account, it becomes a candidate to be archived. In the example given in the first image, this would be greater than 365 days. In order for the transaction, or any data associated to the transaction to be archived, it must meet the following conditions:

The system will automatically calculate commission amounts per transaction based on the assigned percentage or fixed value:

To obtain the API Login ID and Transaction Key from Authorize.net :

NOTE: The transaction will not wait forever but rather, once the configured maxWaitTime is reached then the transaction will be set with the status Payment expired

When paying with loyaty points, the system will always use the maximum amount of loyalty points available for the transaction.

Once you click Pay you will be brought to the Payment Confirmation screen containing the transaction number and an automatic download will occur with the Transaction details (containing the Flexpass ID) and Flexpass (containing the transaction number) for printing. The customer will also receive an email with the transaction details and the Flexpass ticket to the address provided.

Once the transaction is complete then a resulting page and email will provide the ticket in a PDF format.

The getnet terminal will now take over and direct you or the customer on how to complete the transaction.

• A Currency Exchange Report can be enabled in the account in order to track currency conversions, exchange rates, and other useful transactional information.

Wait for payment completion Indicates whether Betterez waits for the payment provider to complete the payment or marks the transaction with Waiting For Payment status. **NOTE: This referenced payment type will need to conclude while the customer is still on the phone and the **Wait for payment completion** checkbox comes checked by default. While waiting for the payment to complete, a progress meter showing the transactions progress will appear.

When the new ticket is issued, a new transaction has been created referring to the old ticket that will appear as refunded.

Wait for payment completion Indicates whether Betterez waits for the payment provider to complete the payment or marks the transaction with Waiting For Payment status.

Cash and Square transactions details on the Shift summary page:

Message to inform loyalty points in purchase email: Enter the message informing the customer how many points have been accumulated in a transaction.

When logged into the back-office with a user (for example, your_user@betterez.com) that is simultaneously used as the email of the transaction (your-user@betterez.com), the user WILL NOT receive a confirmation email with the pdf ticket. The reason is that the system sees that the person logging in is the same customer completing the transaction. Since the person making the purchase has access to the back office, the system assumes that the user does not require the confirmation because he/she has access to the back-end of the system and will be able to find the transaction and ticket to print, if necessary.

• Upon a successful payment of the parcel transaction (for how to create a parcel transaction please refer to Parcel booking flow), there will be an auto generated 'Received' status under the Tracking status field and Scan details table.

By default, only 1 GC is allowed to be used per transaction. If you want to allow the use of more than one Gift certificate per transaction, you may enable this feature under Admin > Setup.

Arriving at the shopping cart screen the user will find a summary of the purchase with any applicable taxes or fees included. Clicking on Check Out will bring the user to the Payment information where a payment can be applied to the transaction using one of the available forms of payment. Clicking on Next will finalize the purchase.

• Purchase (Transaction) ID

The Payment adjustor represents the percentage discount that will apply to the total of the transaction. For example, a value of 40 means 40% of the original transaction total will be paid using this payment method

When continuing through the Betterez purchase flow and upon arriving to the Passenger details screen, the user will have the option to use the Copy information button to copy down the information of the first passenger to the rest of the passengers with tickets in the transaction.

• Max Quantity: The number entered in this field will be the maxiumum number of tickets of this fare type that can be sold in one transaction.

In addition, there are fields that can be selected to view that field in more detail, such as ** the transaction number, Parcel ID **(the original one with which the initial parcel was purchased).

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.

In addition, there are fields that can be selected to view that field in more detail, such as ** the transaction number, Parcel ID **(the original one with which the initial parcel was purchased).

Fees are an extra charge that can be applied to cover administrative expenses in certain operations. For example, you can add fees per transaction, ticket change fees, or cancellation fees.

A new customer is automatically created every time there is a unique combination of name and email at the time a customer purchases a ticket and it picks the information of the payment screen. The customer wont be the passenger (the person travelling) but the person actually paying for the tickets. In most cases this is the same person but it can change when a person is purchasing a ticket for another person or when there are more than one passengers in one transaction.

• ReferenceId: el ID de transacción relacionado con la operación. Puedes pegarlo en la URL para acceder a la transacción. https://yourURL.betterez.com/tickets/transactions/(yourtransactionId)

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.

Additionally, there are fields that can be selected to see that field more detail, such as the customer number ticket number, transaction number, and more.

This is an example of how a backoffice agent would find Fare Agreements in the UI after their fare agreements had been configured into the application. You are also able to add as many fare agreement fare types as possible in one transaction:

You can view the code on any transaction here:

With Betterez, you can actively monitor transaction events (created and updated) of your different schedules, and send scheduled notifications to your customers using the Customer Notifications feature.

The stripe terminal will now take over and direct you or the customer on how to complete the transaction.

The square terminal will now take over and direct you or the customer on how to complete the transaction.

Example: If a transport vehicle has a capacity of five seats and the fare bucket is set to discount the fee of the first 10% then the discount will not apply since 10% of five equals less than one person; if the fare bucket is set to discount the fee of the first 20% then the discount will apply since 20% of five equals one person. Finally, if the fare bucket is set to discount the fee of the first 20% but the booking if for two people then the discount is waived because it only applies to the total headcount of the transaction.

The Wait for payment completion Indicates whether Betterez waits for the payment provider to complete the payment or marks the transaction with Waiting For Payment status.

Restricting the passenger change will hide the pencil edit button in the transaction or ticket details.

Each Control Class may declare a set of purchase characteristics. During a ticket purchase, the system compares these characteristics against the current transaction context to determine which classes apply.

You can go to the voucher details page by clicking in the voucher ID from the transaction, or by searching the voucher code in the global search box.

POST pago-express/info: Returns the transaction information of the client

Wait for payment completion Indicates whether Betterez waits for the payment provider to complete the payment or marks the transaction with Waiting For Payment status.

Wait for payment completion Indicates whether Betterez waits for the payment provider to complete the payment or marks the transaction with Waiting For Payment status. If checked, a progress meter will begin show the elapsed waiting time. This flag is automatically checked with the IVR referenced payment types.

Each time a transaction is made, a confirmation will be mailed to the customer if an email is available (in many cases, it is mandatory).

Once completed and uploaded, you can use this new form of payment for any new transaction.

Transaction PDF tracking instructions You can enter text here that will be printed in the PDF of the transaction, this text uses the variable {{TRACKING_NUMBER}}. This variable will be replaced with the appropriate tracking number to be used in Ship track.

Multiple payments may be allowed depending on the configuration, and certain payment methods may require additional input fields to complete the transaction.

• Search - The consumer will be able to search the transactions created network-wide within the provider environment.

• Move the old tickets to the designated schedule. Consider that if there are several tickets under the same transaction, you can move them all at once.

During testing transactions need to end in zero cents or they will fail. Also during testing transactions need to be or small amounts or they will fail. If online refunds are required for your business, you must request that your Moneris account manager enables Independent Refunds on your account.

Limit per transaction: You can define a purchase limit for shifts opened at this station.

You will be able to navigate using the tabs, and see important information like the Transactions done in that shift.

Country: This invoice provider will be available for invoicing transactions associated with shifts opened for this country.

The Items report allows to view information related to any paid-in or paid-out transactions that were done through any of your sales channels.

When using the Merge Customer functionality, the account designated as the primary account will retain all records from the merged accounts. Specifically, the primary account will preserve all customer data, including past transactions, contact details, and associated activities. Conversely, any merged accounts will be deleted, ensuring that only the primary account remains active in the customer report.

Name: The name of the tax (this will be printed in tickets, transactions and shopping cart details as well as some other reports). You can set taxes with same name and overlapped periods as long as they differ in "country", "province" or "is border" field.

Select the channels and types of transactions where this payment method will be available.

At the end of the business day the shift is closed after having reconciled all transactions recorded at the selected stop. When first logging-in, agents will choose their location, and accept the confirmation message to associate all sales made to the selected location. See the image below.