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.

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.

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.

   

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.

   

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.

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:

Techniques to Reduce Errors during Exchanges

Errors can occur during a ticket exchange when:

Holding and Releasing seats allows the user to mark seats as unavailable without actually selling the seats. No revenue is journalized when a seat is held, the seat is just marked as unavailable. This feature can be offered to a patron who needs additional time to make a final decision. The hold allows for a time-limit to be set before the seat is auto-released. The auto-release feature works in conjunction with the Web Sales Listener. The Web Sale Listener must be active in order for the timed release of seat holds to work properly.