How To

Gift in Kind is a donation of gift or services rather than money. For example: the donation of a computer or other office equipment, building materials and paint supplies for props, clothing for wardrobe or the donation of one's time. There is a perceived value for these goods and services which can be considered a donation and are subject to a receipt for tax purposes.

1. Open the Patron Record.

   For details on locating a Patron Record click here.

After you have entered a donation, there are some things that you may need to change after the fact. Often it is just a matter of editing the donation and the financial transactions will follow in end of day.

Typical things to change are:

There are three steps to take in order to refund a donation. The first is to refund the payment, second the tax receipt needs to be removed and finally the donation itself needs to be deleted.

1. Open the Patron Record.

   For details on locating a Patron Record click here.

2. Click the Donation tab.

   

You use this process when a mistake has been made in entering a donation.

• Once a payment has been deleted or reversed, the amounts on the donation can be modified or the donations can be deleted.
• If the donation is deleted -and-
  • it is has a matching gift the matching gift
  • that matching gift will not be deleted.
  • If you require the matching gift to be deleted as well you must repeat the steps for that donation.
• Only donations which have all payments removed may be deleted.

Some patrons may want to make a donation, but remain anonymous. This can be done easily in Theatre Manager, by changing the Program Name for the donation. When you change this value, the donation will be stored under anonymous for the first letter of the patron's last name. That is, Tom Potimer's anonymous donation will be stored under P Anonymous.

To create an anonymous donation, use the following steps:

This section presumes you:

The Print Unprinted Passes function is commonly used to print all passes, memberships, gift certificates and vouchers that have not been printed.

Only Memberships and Passes with ticket faces associated with them that have been based on Member Data will be printed

For more on Membership Setup Overview click here.

Invoices are often used to send to groups, companies or individuals as a record of their ticket purchase. In Theatre Manager there are two parts to the invoice. The default invoice style that is set in Theatre Manager, and the adjustable comments fields that can be adjusted by the user.

For information on accessing and printing invoices, click here.

For information on adjusting the comments fields for the invoice, click here.