Skip to main content

Billing profiles

Use this to view and manage, in Agency Admin, the customer profiles used for ticket issuance and invoicing. Billing profiles are linked to your back-office system and track which customer or corporate account each ticket is billed to.

info

Only for agencies with a back-office connector. Billing Profiles is available if your back-office connector is Wave TRAACS, NuTRAACS or AIR File Export. Agencies without a back-office connector don't see the Billing Profiles section.

Open Billing Profiles​

In the Agency Admin left menu, click Billing Profiles.

Billing Profiles page in Agency Admin with the table of customer profiles
The Billing Profiles page and its list of customer profiles.

The page lists every customer profile available to your agency:

ColumnDescription
Profile TypeThe type of profile (for example, Companies, Individuals, Corporate, Cash Account)
Customer CodeThe unique identifier for the customer in your back-office system
Customer NameThe name of the customer or corporate account
CurrencyThe currency of the profile
Credit BalanceThe customer's available credit, fetched from TRAACS. Shows the amount and when it was last refreshed

To find a profile quickly, use the search filters at the top: Customer Code, Customer Name, Currency and Profile Type.

Check a customer's credit balance​

Click the refresh icon (↻) next to the profile. NuFlights queries your TRAACS system and updates the Credit Balance column with the current balance and time.

Credit Balance for a profile with its Last Refreshed time
Credit balance details with the last refreshed time.
tip

Refresh any time for the latest balance. The credit balance comes from TRAACS in real time. Last Refreshed shows when it was last checked.

Sync profiles from Wave TRAACS​

If your agency uses Wave TRAACS, customer profiles come straight from your TRAACS system. To get the latest profiles:

  1. Click Sync from TRAACS in the top-right corner of the Billing Profiles page. NuFlights calls your Wave TRAACS system and fetches all customer profiles.
  2. Wait for the sync to finish. New profiles and changes made in TRAACS now show in the list.
Billing Profiles page with the Sync from TRAACS and Add Cash Profile buttons in the top-right corner
The Sync from TRAACS and Add Cash Profile buttons.
info

No need to add Wave TRAACS profiles by hand. Click Sync from TRAACS to import all customer profiles automatically. The sync also updates credit balances.

Add a cash customer​

For walk-in or general customers who don't have their own profile in TRAACS, create a Cash Customer profile. Cash Customer profiles skip the credit check when a ticket is issued.

  1. Click Add Cash Profile in the top-right corner.
  2. Check that Profile Type is set to CASH ACCOUNT. It's set automatically.
  3. In Customer Code, enter a unique code (for example, WIP-001).
  4. In Customer Name, enter the customer name (for example, walk in).
  5. In Currency, select the currency.
  6. Click Save.
Add Cash Profile dialog with Profile Type, Customer Code, Customer Name and Currency
The Add Cash Profile dialog, for walk-in or general customers.

The new cash customer appears in the Billing Profiles list. Agents can use it straight away on the Payment page.

New Cash Customer profile shown in the Billing Profiles list
The Cash Customer profile, saved and in the list.
tip

Cash customers have no credit check. When an agent selects a Cash Customer profile on the Payment page, the ticket can be issued directly, without any credit validation.

Add profiles for NuTRAACS or AIR File Export​

If your agency uses NuTRAACS or AIR File Export, profiles aren't synced automatically. You can add them one at a time or import them from a CSV file.

Add one profile​

  1. On the Billing Profiles page, click Add Profile.
  2. Enter the customer details: Profile Type, Customer Code, Customer Name and Currency.
  3. Click Save.
Add Profile dialog for a NuTRAACS or AIR File Export customer
The Add Profile dialog for NuTRAACS / AIR File Export customers.

Import profiles from a CSV file​

Use this if you have a lot of customer records.

  1. Click Download CSV Template to get the template.
  2. Open the CSV file and fill in the customer details from your NuTRAACS system.
  3. Go back to the Billing Profiles page and click Import.
  4. Upload the completed CSV file.
Download CSV Template and Import buttons on the Billing Profiles page
CSV download and import, for adding profiles in bulk.

When the import is complete, all the profiles appear in the Billing Profiles list and agents can use them on the Payment page.

Summary by back-office type​

Back-office typeProfile sourceSync methodCredit control
Wave TRAACSFetched from TRAACSClick Sync from TRAACSReal-time credit check through TRAACS
NuTRAACSAdded manually or by CSV importAdd Profile / Import CSVNo automated credit check
AIR File ExportAdded manually or by CSV importAdd Profile / Import CSVNo automated credit check
No back officeNot applicableNot available: the Billing Profiles section isn't shownNot applicable