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  • How-To guides are aimed towards users, Tutorials are aimed towards learners
  • How-To guides in your documentation helps frame the picture of what your product can actually do
  • How-To guides can be thought of as recipes, directions that guide the reader through the steps to achieve a specific end

Customizing a Report

Reports with the option to customize allow the user to modify the placement of information on the report.

  1. Click on the Report button on the main toolbar.

    The Report window opens.

Using Custom Categories in Reports

Custom categories allow you to create an alias for favourite reports in a different category to be recalled rapidly later. You may wish to set up each department or user with their own report category so they can create aliases to reports they use most often.

  1. To start, click the Report button in the Theatre Manager ribbon bar. The Reports Window opens.

How to Add Criteria to a Report

Criteria allow you to refine the information in a report - before generating the report. Criteria can be used to find specific information and using criteria speeds up the process of generating a report.

  1. To start, click the Reports button on the main toolbar. The Reports window opens.

    Click here for more information about the Reports window.

Generating a Report

You use reports to organize database information in a format which gives you a clear picture of where the organization stands. This page gives the general outline of how to run any report. Alternatively, you can refer to the Quick Reference Guides on creating a report for a tutorial to see how this works. The bottom of this help page has exact topic links.

The generic steps are:

Voiding a Pass / GC Payment

Voiding a pass payment after it has been deposited involves the payment being voided and, if needed, a new payment entered for the purchase.

For example, I purchase 2 tickets to an event using a gift certificate. The next day (the end of Day process has been run) I change my mind. You can void my purchase and return the amount of the purchase to my gift certificate, using the following steps:

  1. Open the Patron Payments Tab in the Patron Window.

Voiding Credit Card Payments

A credit card payment can only be voided if you use Online Credit Card Authorization and it has not yet been deposited. If the card payment has been deposited refer to Reversing a Payment.
  1. Open the Patron Payment Window

    Click the Payment Tab on the Patron Window to open this window.

Reversing Payments

Once a payment has been deposited in Theatre Manager you cannot just delete it. A correcting entry must be placed in the General Ledger. This method is ideal for correcting when a wrong payment method has been used.

  1. Open the Patron Order Tab.

    Click Here for a detailed description of this window and it's functions.

Transferring Payments from One Order to Another

These instructions will guide you though the process of transferring a payment from one order to another. If a payment has been accepted for the wrong purchase it can be corrected by transferring the payment from within the Patron Payment Window.

Re-Authorizing a Credit Card Payment

If Theatre Manager has recorded a credit card payment as authorized but your credit card authorization software has no record of it you will need to re-authorize the payment.

  1. Open the Patron Payment Window

    Click the Payment Tab on the Patron Window.

    Click here for a detailed description of this window and it's functions.

Post Dated Payments

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.

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