The patron orders window displays all orders that belong to a patron. Orders are created when a patron buys a single ticket or a group of tickets in the same transaction.

1. Find Patron 33, Darcey Albeck

   Darceyís patron window will open. Look to the row of tabs along the middle of the patron window.

2. Click the Orders Tab

   The orders tab is found in the row of tabs along the middle of the patron window. It is directly to the right hand side of the member tab. Clicking the orders tab opens the Patron Orders window.

   

   The patron orders window tells the user the order #, the order date, the last time the order was updated and which employee did the update. The order window also lets the user see the number of tickets and their total cost, the amount still owed to the venue for the order, and when the payment is due.

   Note: Clicking a column heading will arrange the orders by that column heading. An underlined column heading is the column that the information is currently sorted by. The Payment button enables payments to be entered on orders that have an amount due. The Transfer button enables an order to be transferred to another patron. The Add Tickets button enables additional tickets to be added to the order. Use of these buttons is outside the scope of this tutorial.

3. Single Click Order number 139

   Order 139 should now be highlighted.

4. Click the Transactions Button

   This opens the Patron Detail window. The patron name and account number, order number, order date and comments about the patron are displayed at the top of the window.

   

   Some fields of interest are:

   COMMENTS	The user may enter any useful comments about a patron's order in this section.
   TOTAL ORDER	This is the total price of the order. It takes into account the purchase price, exchanges, refunds, markups, discounts, order fees, exchange fees, and taxes.
   TOTAL PAID	This is the amount that the patron has paid to the venue for their order.
   BALANCE DUE	If this amount reads $0.00 the order has been paid in full. If there is a positive dollar amount, then the patron still has to make a payment to the venue. The the amount shown is negative then the venue must make a payment to the patron.
   REVENUE	The date and time that the order was realized as revenue for general ledger sales purposes.
   JOURNALIZED	This is the date that the a sales record for the order was entered into the general ledger.

The patron payments window displays a list of payments that the patron has made for each order. The list of payments is organized by order number, payment date, employee who processed the payment, the source of the payment, the method and amount of the payment, and the deposit number. There is also a column that tells the user if a receipt has been printed or not.

1. Find Patron 33, Darcey Albeck

   Darceyís patron window will open. Look for the row of tabs along the middle of the window

2. Click the Payment Tab

   The payment button is found in the row of tabs along the middle of the patron window. It is directly to the right hand side of the orders tab. Clicking the payment tab opens the Patron Payments window.

   

   Note: Clicking a column heading will arrange the payments by that column heading. An underlined column heading is the column that the information is currently sorted by. The View Orders button enables the user to open the orders window directly from the payments window. The Delete button enables the user to delete a payment that has not been journalized. The Receipt button enables a receipt to be printed for a payment. The use of these buttons is outside the scope of this tutorial.

3. Single Click Order Number 139

   Order 139 should now be highlighted.

4. Click the Detail Button

   The Payment Detail window opens.

   

   Some fields of interest are:

   G/L REF	This is a reference number given to the payment upon its deposit into the general ledger.
   DEPOSIT #	This is the number of the deposit, the date, and time it was entered.
   PAYMENT METHOD	This is the method the patron used to make the payment.
   VOUCHERS RECEIVED	This field displays the total amount, in dollars, of redeemed vouchers.
   PAYMENT AMOUNT	This is the total amount, in dollars, of the current payment.