What if I didn't use Passes or Donations to track Refunds

	Before you do any refunding, please make sure to set up gift certificates and donation campaigns to track refunds appropriately if you are not giving money back. Do not leave the order on account.
	HOWEVER: if you did not: create a custom return Donation Campaign -or- create a custom return Gift Certificates/Pass -or- create a custom G/L account to use with the custom return campaign/pass -or- leave all your refunds on account You can Correct the Data so that you can use some of the key reports to help your analysis using one or more of the methods below.

 

I just refunded tickets and left the orders on account

If you just left your orders on account when doing tickets refunds, you will have a lot of orders or patrons that show:

• in blue on the Receivables Window -or-
• negative on the Receivables Report

If you know these to be from refunds to tickets because the age of the receivables is relatively new, on the Receivables Window you can:

• Double click on the order that is blue (showing you owe the patron money)
• If you are sure this is from a ticket return and there are no other orders with this patron's name on it, refer to refunding to an individual patron and add one of following to take up the balance:
• Gift Certificate or Pass
• Donation - if the patron indicates that is their intent
• Refund the money - if the patron indicates that is their intent.

Safest is to return the money to a gift certificate or pass, since that can be used for tickets and/or refunded to cash/card later. Passes or Gift Certificates can also be set to redeem online, so patrons can buy tickets from you once you are able to open again and use their pass without contacting you.

 

I didn't use a specific pass and I should have

If you didn't make a new gift certificate or pass to track ticket refunds for COVID, then:

• make the appropriate pass/gift certificate to suit your needs.
• find the patrons you used the incorrect or hard to track pass for:
  • Edit the pass
  • Change to your new, easier to track Pass/Gift Certificate Type (make sure its the same redemption type as the old one)

 

I didn't use a specific donation campaign and I should have

If you didn't make a new donation campaign to track ticket refunds for COVID, then:

• make the donation campaign to suit your needs.
• find the patrons you used the incorrect or hard to track campaign for:
  • Edit the donation
  • Change the campaign to your new, easier to track donation campaign.