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  • How-To guides are aimed towards users, Tutorials are aimed towards learners
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  • How-To guides can be thought of as recipes, directions that guide the reader through the steps to achieve a specific end

Recurring Donations Create From Existing Gift - Already Exists Warning Message

When creating a Recurring Donation from an Existing Gift, if the donation selected is associated to an existing recurring donation previously created for the patron, a warning message will appear. In most cases this message will appear when the originating donation selected is of type 'Recurring Gift'.

Recurring Donations Create From Existing Gift

Using an existing donation as a starting point to populate the Recurring Donation's fields is an easy process. In a situation where the patron may have made a donation and realizes that they wish to become a recurring donor, you're able to transfer the donation information along with the payment information over to the recurring donation.

Recurring Donations Create Scheduled Gifts from Templates

This process will process the Recurring Donation Templates and create gifts/donations for each recurring donation template whose 'Next Gift Date' is up-to or equal to the date the process is run.

Customers Paying their Own Balances

If you wish to have patron's pay for course balances online, there are two ways to do it:

Adding A Student to a Class

The instructor can add a student to their own class online using the following process and subject to a few conditions:
  • The class must have already been set up and in the future
  • The instructor must have already taught the student in the past

Steps for adding a student online

Using Prospect for Planned Giving

Planned gifts are bequests to the venue upon the passing of the individual (as per their will) or some such variation such as a living will.

A Prospect Gift or Soft Pledge will not affect your financials in any way. Entering a Prospect Gift is simply a way of tracking a potential gift without creating any Receivables.

Adding New Price Codes from Venue

Theatre Manager Supports dynamic pricing where you can change the pricing zones in a venue, change the prices, and/or change the pricing map for the performance.

If new price zones are found when looking at pricing for a performance that do not have corresponding prices, you will see an alert dialog that asks what you want to do with those additional pricing zones. You can:

Donation from Agency that is really for Individuals.

There are some agencies (like United Way or what have you) that collect money and give you a donation that is really from a number of people. If those people's donations need to be individually receipted then you have to:
  • Sell a Gift Certificate to the main agency and pay for it using their check


    • Selling a Gift Certificate to the Agency


  1. Locate the Patron Record for the Agency who sent a check for donors
  2. Select the Pass/GC tab and click the BUY button

Gmail wont send due to Bad Password with Gmail SMTP Settings

Gmail has instituted new security measures for sending emails via Printer, Fax or third party Applications. This setting can prevent emails from being sent through Theatre Manager even when the SMTP server settings are added correctly. Any clients using Gmail for sending outgoing email should be aware of these settings.

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