How To

Inserting a New Payment Type is used to add options to the Payment Methods category.

1. Create a general ledger account number.

   Entering a new payment type in Code Tables requires entering a General Ledger Account number for the card type in the Chart of Accounts.

2. Open Code Tables.

   Click Here to learn how to access the Code Tables Window.

See youtube video: https://youtu.be/Dnv5t-U5KnU

To refund a ticket to a gift certificate, you perform the following steps:

1. Find the patron wanting to refund tickets.

   Click here to learn how to find patrons.

2. Int the Patron record, highlight the tickets to be refunded.

   

Occasionally, you may need to refund an entire group of tickets, rather than just those for a single patron. For example, an event gets cancelled, and your management team has decided they want to give refunds instead of issuing gift certificates, vouchers, donations, or some other form of repayment. Instead of doing these refunds one by one (individually), they can be handled as a mass refund for all of the ticket holders to the performance.

To refund a sale from the Ticket List window, you perform the following steps:

1. Open the Ticket List Window.

   Choose Setup >> Batch Functions >> Unprint a batch of tickets.

   

   The Ticket List Window opens.

   

Ticket printing for Will Call tickets (tickets to be held at the door for patron pickup the night of the show) is a simple batch print of tickets using the following method.

1. Access Print Unprinted Tickets is through the Setup >> Batch Functions menu.

   

   The Batch Ticket Printing window and the Parameters window will both open.

   

To print a batch of tickets, you perform the following steps:

1. Choose Setup >> Batch Functions >> Print Unprinted Tickets.

   

   The Batch Ticket Printing window and the Parameters window will both open.

   

Exchanging tickets from a past event to a future event is similar to a full exchange. The Full Exchange process gives you full control over the entire procedure. In effect, you are purchasing new tickets to replace the tickets about to be exchanged. At any time throughout the process, you can back out from performing the exchange and original tickets will still be sold to the patron.

To create a past event ticket exchange for a patron, you perform the following steps:

Full Exchange gives the user full control over the entire procedure. In effect, the patron is purchasing new tickets to replace the selected tickets. At any time throughout the process, the user can back out from performing the exchange and the original tickets will still be sold to the patron. To perform a full ticket exchange, you perform the following steps:

1. Find the patron wanting to exchange tickets.

   Click here to learn how to find patrons.

Techniques to Reduce Errors during Exchanges

Errors can occur during a ticket exchange when:

To sell a Traveling Troupe performance a performance must be created for the sale to be assigned to a patron. Click here for more information on creating a new traveling troupe event.

Once the event is available, to sell a Traveling troupe ticket, you perform the following steps:

1. Open the Select Events(s) Window and search for a traveling troupe Performance.

   Click here for more information on Creating a Buy List.

2. Select the traveling troupe performance.

   

3. Click the Seat Select tab.

   The Selection window for Traveling Troupe opens.

   

   Purchase Price	The cost of the traveling troup
   	Shows details pertaining to the performance.
   Date	Date the event will take place.
   Time	Time of the event.
   Contact	The contact person for the performance.
   Expected	Estimated audience size.
   Location	Venue or address of the event.
   Target	Target audience age.
   Accommodations	A note area for name, location, telephone and details of the accommodations.
   Directions	Directions to the venue and or accommodations.
   	A list of activities and a timeline for the performance.
   Production Activity	A list of potential activities pertaining to the performance. This list can be altered or added in the Code Tables. Click here for more information.
   Start Time	Start time of an activity.
   Notes	Overall notes about the run out.

4. Edit the fields as needed.

   

   

5. Click the Reserve button.

   This new performance will now appear in the lower portion of the buy window and the new performance will be added to the Buy List.

6. If necessary, create additional Traveling Troupe performances at this time.

   There is a New Performance button in the toolbar of the Order Window > Performance Selection Tab that allows you to create new performances for the traveling troupe "on the fly" from the sales window. Clicking the button opens the wizard to add one or more new performances of the event. Click here for more information on the performance wizard.