How To

If you are using social distance seating and a patron asks to add a ticket to their order or wants to have a couple of tickets refunded, the process is very similar to how you would handle:

• the initial ticket sale
• adding tickets to the current order (to add more adjacent tickets while preserving the existing tickets in the order)
• or refunding a ticket to remove the ticket from the order

If it is not possible to add a ticket to the order, you can always refund the tickets and purchase again in the same order to move the patron to a different location.

 

Multiple Patrons with the same SECONDARY email address

 

 

A single patron household with the same email address twice

 

If the list shows a Caution icon at the beginning of the row, the most likely cause is a single patron (or household) with the same email address twice in their contact record.

 

 

Two (or more) patrons in different households with same PRIMARY email

If the example is two (or more) patrons in different households that have the same primary email address, it is indicated with the red square in the image above. They will have a red '-' icon at the beginning of the line. Suggested course of action when this condition occurs is to do one of:

EFT Employee Function Setup

1. Edit the Employee(s) who will create the EFT File from Theatre Manager.
2. Enable Create EFT bank transmission file in the functions tab under the Accounting options area for those employees who will be allowed to create the EFT File from Theatre Manager.

The EFT file must be manually submitted through your bank's secure web portal, as such it is the responsibility of the organization to submit the EFT file. Theatre Manager will prepare, track, and create the EFT file, but beyond that, the remainder of the process needs to be completed by the organization.

Typically, the steps will be:

EFT Payment Method Setup

1. Create a new Payment Method in the Payment Methods Code Table.
2. Set the Payment Type as E.F.T.
3. Set the Merchant Account # to be the merchant account created as the Server Software type Electronic Funds Transfer (EFT) Service.

Setup Preperation for Accepting EFT Payments

1. Create a Merchant Provider for the Financial Institution where your bank account resides.
2. Create an EFT Payment Method linked to the Merchant Provider.
3. Set Employee Security - Functions for those employees who can create the EFT File for Submission to the financial instituation.

The process to create the EFT file for submission

1. Complete your Sales / Deposit / Posting as normal through the End-of-Day Wizard. Deposit the EFT payments just as you would with cash.
2. Run your EOD reports as normal.
3. On the Reports screen, click the ‘Export EFT’ button.

   

Sometimes it becomes important to refund a previously redeemed pass in order to keep the audit trail consistent and allow easier tracking of funds within the transaction history. In order to accomplish this we will need to perform the following steps

First - void the pass used to purchase tickets with so we zero out the balance owing on the pass
Second - Edit the pass to enable Sold for Zero Dollars & Pass Can Be Edited At Time Of Sale
Third - Apply the donation or value of the pass on the Order to reallocate the funds.