How To

You use Post Authorization when an error "!CALL" comes back from the credit card server software. This error means you must call your credit card service provider as the merchant provider is questioning the charge to the patron's credit card and wants clarification. When talking to your credit card service provider, they will likely provide you an authorization number for the credit card charge you wish to make. After receiving the authorization number, you will need to create a Post Authorize payment in order to enter it into Theatre Manger and your credit card software.

Later Payments are used to perform a number of important functions such as:

• Enter payments after the initial sale has been completed
• Enter additional payments for an order
• Enter reversing payments
• Enter post-dated payments
• Add/Edit order and exchange fees

1. Open the Patron Order Window by clicking on the Order Tab from the Patron Window.

   

A Payment can be deleted easily if it has not been deposited. If you are trying to remove a payment which has been deposited refer to Reversing a Payment.

1. Open the Payment tab from the Patron Window.

   Click here to learn more about locating patron records.

Contractual Payments are used to maintain the order date, deposit date amount, final payment date amount, co-payer payment date amount. It is not applicable for most sales. However, it may be useful for educational or group sales where there is an initial deposit and a final payment due date. Or, if a second patron is paying a portion of the ticket order for example a granting agency for educational tickets), you can track who is to be co-invoiced.

• Expiry Date for an existing card. A change will affect all future authorizations for post dated payments.
• Name on the card if it was swiped incorrectly.
• Blacklist status - you can black list a card which can be used to prevent this card from being used again.
  • If the same card number is in use by other patrons, you may be prompted to also blacklist those patrons.

You may need to edit a volunteer position to update notes about the position or the last play the volunteer worked. This is done in the Positions Tab on the Volunteer Window.

1. Find the Patron Record and open the Volunteer Window.
2. Click on the Positions Tab at the upper right of the window.

   Click here to learn more about the Positions Tab.

   

You can delete positions which have no activities attached to them. Click here to learn how to delete only specific activities preformed under a position.

1. Find the Patron Record and open the Volunteer Window.
2. Select the Positions tab at the upper right of the window.

   

   This tab displays all the positions the volunteer has held or expressed an interest in.

If a volunteer knows what times they will be available. You can set them up under the Time Available Tab.

Creating Times Using the Wizard

1. Click the New Time Wizard button.