The payment window is used to record the payment method, enter a reason why the patron purchased the tickets, initiate invoicing, print tickets, and record detailed order notes. Each time tickets are sold, a donation is made or a membership purchase a unique Order Number is created. This number is displayed on the title bar of the Payment Window. For more information on:

• Creating a payment, click here.
• Accepting multiple payments, click here.
• Deleting a payment, click here.

Parts of the Order/Payment Detail Tab

	Accepts the entered payment. If the order is paid in full the order window will close without printing tickets in the order.
	Accepts the entered payments. If the order is paid in full the tickets will be printed and the order window will close.
Invoice Button	Allows you to print an invoice to the screen for all items on the order and then print it or email it to the patron.
PO Reference #	Purchase order reference number.
	If the order is paid in full an invoice will be sent.
Sold By	The user who was responsible for initiating the sale of the tickets ie. a telemarketer. The Patron icon can be used to select an employee code.
Why did Patron Buy?	Reason the patron bought the tickets. These values are setup in the Reasons to Buy Code Table.
Payment Method	Method of payment for the order. The values of the list are setup in the Payments Methods Code Table.
Payment Amount	The total the patron is currently paying. Partial Payments can be made as needed.
Ticket Handling	"Hold for Pickup" is when the patron will visit the Box Office prior to the performance to pickup their tickets. "Mail to Patron" is when the patron request the tickets be mail. "Hold for Will Call" is when the patron will pickup there tickets at the door. "Hold @ Door for Coupon" is for Promotions that require coupons in order to be valid.
Ticket Printing	"Mark Ticket as Printed" displays a printed date for the ticket all though the ticket is never printed. "Print Address Ticket" prints an additional ticket with the patrons address. The default address ticket can be selected under the Ticket Face tab in Company Preferences. "Print Credit Card Receipts" prints an additional ticket highlighting a summary of the purchase. The default summary ticket can be selected under the Ticket Face tab in Company Preferences.
Payment Source
	Internet/Web Sales is when the transaction is processed over the internet. A default fee amount can be added to this payment source.
	Telephone Order is when the transaction is taken over the internet. A default fee amount can be added to this payment source
	Mail Order is when the patron mails in the transaction request. A default fee amount can be added to this payment source.
	Patron Present is when the patron is in person to make the transaction. A default fee amount can be added to this payment source.
	Accepts the entered payment. If the order is paid in full the order window will close without printing tickets in the order. However, if the "Prompt user if receipt required when no tickets are being printed" option has been selected in the Ticket Faces tab of Company Preferences, You will be prompted to select a credit card/address ticket receipt. Click here for more information on the Print Ticket Options dialog.
	Accepts the entered payments. If the order is paid in full the tickets will be printed and the order window will close.
Ticket Comment	Can be used to print special information on the ticket ie. birthday wishes, complimentary tickets from.
Order Notes	Any specific notes about the order.
Purchase Summary Section	Accepts the post dated payment. The order window will close without printing tickets in the order.

Post Dated Payments are easily accepted and planned by Theatre Manager through the Post Dated Tab in the Payment view of the Order Window. The Payments can either be created at the time of sale or during a later payment. All calculations and post dated payments are automatic. However you may customize the payment plan to meet specific payment dates as required by the patron.

• For instuctions on creating Post Dated Payments, click here.
• To delete Post Dated Payements, click here.
• To run a Cash Flow Report of Post Dated paymants, click here.



	This function is availbale in the Order Window. Transfers an order from one patron to another. For more information on transfering orders click here.
	This function is available in the Order Window. Accepts the post dated payment. The order window will close without printing tickets in the order.
Step 1	Post Dated Payment Amount
Total Payment Amount	The total which the patron wishes to make post dated payments for.
Step 2	Post Dated Payment Frequency
Number of Payments	Total number of payments to be made.
First Payment Date	Date which the first payment will be made. Enter a date or select from the calendar.
Payment Frequency	Periodic times payments will be made. Chose one of the following radio buttons: Weekly, Bi-Weekly, Monthly. Quarterly, Semil-Annual, Annual
Step 3	Payment Informatuon
Payment Method	Choose from the drop down list the method that the payments are to be made. Only credit cards and cheques are accepted.
Step 4
	Accepts the post dated payment. The order window will close without printing tickets in the order.
Columns on the right
Date	Date each payment will be received.
Amount	Value of the payment amount to be received on the given date.
Cheque#	The corrisponding cheque number for the payment as reference.

Contractual Notes are used to maintain the order date, deposit date & amount, final payment date & amount, co-payer payment date & amount.

It is not applicable for most sales. It may be useful for educational or group sales where there is an initial deposit and a final payment due date. In addition, if a second patron is paying a portion of the ticket order (e.g. a granting agency for educational tickets), you can track who is to be co-invoiced.

For more information on entering contractual payments, click here

If a deposit date due (and amount) and final payment date due (and amount) are entered and the dates differ from the order date, they will be printed on the invoice. Exceptions to that are:

• The deposit due amount will not print if the patron has made payments that are in excess of the deposit amount. It make sense that the line should go away if the patron has at least paid at least the deposit
• The final payment amount will not print if the balance due is zero, meaning the order is fully paid.

Payment Due Information
Order Date	Date the order was placed
Deposit Payment Date	Date the deposit is due
Deposit Payment	Amount of the deposit
Final Payment Due date	Date the final payment is due This field can be used to control the aging on the receivables reports - making it easier to identify which orders are not yet due for payment. Normally, receivables are current, 30, 60, 90 or 90+ days overdue, Setting a future date in this field keeps the receivable current until that date. It is very useful for group ticket sales or long term future donations. Refer to managing receivables process.
Final Payment Amount	Amount of the final payment. This is directly based on the total, Deposit Payment and co-paying amount
Co-Paying Patron Information
Co-Paying Patron	The Patron who is sharing the cost of the order. Click the Patron icon to open the contact list and select a patron.
Co-Paying Due Date	The date which the co-payment amount is due
Co-Paying Amount	The amount which the co-payer is paying
Invoice and Confirmation Information
Last Invoiced	The date of the last invoice.
Last Confirmed	The date of the last confirmation

Parts of the Prior Payments Tab

Payment #	Number The number given to the payment to tie it to the order.
Date Received	Date the payment was recieved.
Payment Origin	Where the payment came from.
Source	Represents the payment source.
Auth #	Credit card authorization number for credit card payments.
Payment Method	Method recieved for payment.
Total Paid	Value of the payment.
Dep #	Deposit number for the payment.
Outlet-Owner	Outlet responsible for collecting the payment.
Order #	The Order Number the payment is associated with.
Last Name	Last name of the patron associated with the payment.
First Name	First name of the patron associated with the payment.
Description	A Description of the payment.

The Payment Tab displays payment details, the payment allocation and any additional payment information

Parts of the Transaction Tab

Seq#	A unique number used to track the transaction
Trans Date	Date and time the transaction took place.
Journal No	A unique journal number for tracking the transaction line.
Code	The transaction code used to describe the type of transaction.
Transaction Desc	Description of the transaction.
Order #	The order number for the transaction. This number can be used to track the transaction by order.
Play Code	Play code is only displayed if the transaction effects and event.
Performance Code	Performance code is only displayed if the transaction effects a performance.
Type	The type of transaction.
Description of Entry	Detail on the the purpose of the transaction.
	Can be used to manually enter a transaction.
	Opens the detail window of the transaction.
	Deletes the selected transaction.
	Used to search for specific transactions.