This page is currently under construction.

This section presumes you: Have sold at least one ticket to a patron, Have read and followed the steps to start a refund.

Creating a Direct Refund

1. After highlighting the ticket(s) in the patron record, click the button at the bottom of the tab.

The Ticket Review tab of the sales process will appear. Note that the tickets will have a icon next to them in the list.



2. Highlight all the tickets that the patron wishes to refund.



3. Click the button on the top tool bar.

The tickets will disappear. There will now be a balance due to the patron in the lower-left corner for the value of the tickets.

Note: Theatre Manager will automatically refund the value of the tickets only. Any fees you collected for the sale, are generally non-refundable. However, if you want to refund these fees as well, you may. Simply click on the Fees button in the upper-left corner and delete the appropriate fee.

4. Click the button in the upper-left corner of the window.

The Payment Window will open.



5. Determine method(s) of payment used for the original transaction.

Click on the tab to see what payments have been previously applied to this order.

Note: Normally the refund method should be the same as the method used to originally purchase the tickets. For example, if the patron originally used their VISA card to purchase their tickets, the refund should go on their Visa (and preferably the same VISA card).



6. Choose the payment method you wish to use for the refund.



7. Click the button.

Theatre Manager will journalize the transaction, and return you to the Patron Record.

From here you can: Return to selling a ticket, Learn how to refund tickets to a donation, Learn how to refund tickets to a voucher, Jump to learning about Mail Lists, Jump to learning about Reports.

This page is currently under construction.

This section presumes you: Have (done the following action, with reference) Can (do the following action, with reference)

To refund tickets to a donation:

1. Find Patron #33, Darcey Albeck

Darcey's patron window will open. Look to the Patron Ticket Information portion of the patron window.


Note:The user must have sold tickets to Darcey Albeck in order to continue. If not, please refer to and complete the section, Selling a Ticket.

2. Single Click on any Ticket

Highlight at least one ticket and make note of its order number.






Note: A user can refund more than one ticket at the same time by simply highlighting multiple tickets. This is provided that the tickets are a part of the same order.

The Donation Detail window will open

Click on the Campaign drop-down to select an available campaign.

In this example, we have chosen the Annual Individual Campaign.

You may be asked if you wish to change the solicitor from User Master to another user. This enables you to set a default person in charge of this particular campaign (the Development Director, for example, may be in charge of the Annual Appeal, but the Box Office Manager is in charge of the Ticket Returns Campaign). Alternatively, you may have each donation coded to the person who entered it. This is helpful if you have a telemarketing campaign, and each donation counts towards the caller's total.

Enter the amount of the donation.

Click Enter on your keyboard.

Note how the text changes next to the donation amount to indicate the Giving Level name.

By default, many of the following fields will be entered automatically by Theatre Manager. You can make adjustments to them as your needs require.

Review the dates in the upper right-hand corner of the Donation Detail window.

•     The Non-Receipt Benefit allows you to edit the amount of the tax receipt, based on any tangible return the Donor received in recognition of their gift.
•     The Next Contact Date (which is user definable, but is ordinarily set for 11 months from the data of the gift), allows you to run a task list of which donors need to be contacted this month for renewals.
•     The Program Year allows you to set the gift for a specific program year. The gift, for example, may be applied towards next year's season.
•     The Fiscal Year, similar to the Program Year, allows you to set the gift for a specific Fiscal Year. For example, while a gift may be received on January 10th, it may need to be applied to the previous fiscal year.

Review the naming assignments in the lower portion of the Donation Detail window.

•     If the patron record contains a Company name as well as an individual patron's name, you will have two radio buttons with which to indicate if the gift is an 'individual' or 'corporate' gift.
•     The Tax Receipt Name allows you to edit the name in which the tax receipt will be issued. Theatre Manager will make the switch for you if you change an individual gift to a corporate gift.
•     The Program Name is how the donor's name will appear in the Donor Insert for the program guide. You may edit this to however the Donor wishes their gift to be recognized (Lauren MacIntosh, Anonymous, In Memory of..., The Family of..., etc.).
•     The Sort Name field allows you to control the alphabetical order in which the Program Name will appear in the printed list. For example, if the Program Name is 'The MacIntosh Family', you would likely want that alphabetized where 'Macintosh, Lauren' would appear. So the sort name is MACINTOLAUREN!! (7 spaces for the last name, 7 for the first - padded with !, and one space for a middle initial).

Click the button to accept a payment.

The payment window will appear.

The donation does not need to be paid for all at once, partial payments are accepted. This way donations can be paid for with installment plans. A donation may also be entered directly from the payment window while selling tickets. To do this click on the button found in the Buy List. When the donation tab opens, insert the donation as described above.

From here you can: Return to the top page to learn about how to navigate through the demonstration tutorial.

This page is currently under construction.

This section presumes you: Have (done the following action, with reference) Can (do the following action, with reference)

From here you can: Return to the top page to learn about how to navigate through the demonstration tutorial.