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  • References include accurate, up-to-date, comprehensive information
  • Tutorials and How-To guides are led by needs of the user, Reference material is led by the product it describes
  • Although reference should not attempt to show how to perform tasks, it can and often needs to include a description of how something works or the correct way to use it
  • Examples of Reference material are Dictionaries, Encyclopedias or Glossaries
  • Software examples of Reference material are API documentation, class documentation or function documentation

Sort Tab

The Sort tab determines the sort order of the patron invoices that will be printed.

Donation Receipt Report Parameter Tab

The Donation Receipt tab determines what receipts will print depending on the criteria entered.

Transaction History - Detail

Displays the information about the transaction selected in the Transaction History window.

The parts of the window are:

Step 3: Performance Date Pattern

Date of First Performance Enter the date of the First Performance (if no performances already exist,) or the next Performance (if you are just adding another performance).

The date that is entered here is not written in stone. It can be altered in the calendar by dragging a performance and/or it can be edited after the fact if you want to move a performance. It is meant to be used as a guide in creating all performances for the event.

Step 1: Number of Performances

The first step is to identify the primary sales method and the number of tickets that can be sold in each performance. The data required is:

Number of Performances Enter the number of new performances you want to add.

If you have

Step 4: Review Performances on Calendar

After you click the Step 3 button, the Step 3 window - Adding a Performance, opens.

  1. Review the calendar.

    As performances can span months, use the forward - back buttons to move through the calendar.

    You can use the middle button to switch the view to 2 week, week or daily view. In those views you can drag events to move them to another time slot or day.

The Report Card Template List Window

To access templates for Report Cards, go to Setup > System Tables > Report Card Templates:

Print Annual Summary Charitable Receipts for Donor

The Print Annual Summary Charitable Receipts for Donor batch function allows you to print all unprinted donation receipts in summary format, using parameters such as:

  • Campaign
  • Last Name, or
  • Calendar Year (required for Annual Summary receipts)

Print Charitable Receipts for Donor

The Print Charitable Receipts for Donor batch function allows you to print all unprinted donation receipts, using parameters such as:
  • All Donation Campaigns (or just one) and/or
  • Patron Name, and/or
  • Calendar Year

The Print Charitable Receipts for Donor is accessed under the Setup>>Batch Functions>>Print Charitable Receipts for Donor menu.

Sales Notes

You use Sales Notes to inform the purchaser or ticket seller of important information about an event. Sales Notes can be for internal use, or external use (appearing on the web) or both. It is recommended you use both fields for complete marketing and customer service efficiency.

Adding Sales Notes to an event is as easy as copying and pasting existing marketing data from in-house sources, or from the artist website directly into the Sales Notes in Theatre Manager.

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