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How much ticket money was refunded?
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If you want to simply find the total value of tickets refunded and who you refunded them to refer to the transaction history report
If you want to see how much you refunded on a daily basis or by event, use
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 Daily Sales Summary report category - selected by event. These are based on the same transactions above and if your criteria is the same, they will match. One that might particularly help is the Sales/Exchanges/Refunds report which shows sales per day (likely none), the exchanges (likely none) and the refunds, as well as the net change in sales to the event.
Note: Daily sales summaries show the general activity in the system and break it down by date of transaction into categories for ticket sales (or refunds), donation sales (or refunds) and Gift Certificate sales (or refunds). It should give you a view of where the money went (except those refunds returned in cash to the customer - see last item in this table)
- Your end of day Journal Entries - You can look at either GL Summaries (which will show the decrease in ticket revenue for an event) or at the GL Detail (since there is a line for refunds to each event).
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How much was returned to gift certificates?
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On the Gift Certificate patron tab you can see an accurate list of the patrons that have been given the gift certificate for their ticket return.
You can use this data to:
- obtain the amount refunded - since it is simply the total sales value for the certificate for every patron in the list
- emailing patrons - since you can use the gift certificate data file in conjunction with the gift certificate name to tell patrons that they have one and how to use it - especially if you allow the certificate to be redeemed online
- building mail lists -and -
- seeing if patrons are using their gift certificates.
What about some sample reports if I don't see the information on the screen?
- You can have summary or detailed reports about pass/gift certificate usage - there are a number under this category
- if you created a new liability GL account for your COVID gift certificate, you can look at that to see how much is currently waiting to be redeemed or you can use the Journal Entry Detail by Account to see the change to the Covid account and see when things went in or out of that account
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How much was returned to donations?
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In the donation campaign donation tab, you can see a list of all donors whose tickets were returned for donations.
You can use this data to:
- obtain the amount refunded to donations - since it is simply the total donation value for every patron in the list
- emailing patrons - since you can use the donation data file in conjunction with the campaign name to tell patrons that they have one.
- building mail lists -and -
- you can thank patrons and batch print receipts or use in thank you form letters if you wish.
What about some sample reports if I don't see the information on the screen?
- You can have summary or detailed reports about donations - there are a number under this category. Some that might be especially interesting might be the donation audit trail reports to see when things happened and if patrons have been thanked with a receipt.
- if you created a new liability GL account for your COVID donation ticket return campaign, you can look at that to see how much is currently donated Journal Entry Detail by Account to see the change to that account.
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How much was returned to cash or credit card?
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Very simply, the difference of the
Total Ticket Refunds - Total Donations to COVID campaign - Total purchases of COVID Gift Certificates = Total Refunds to Cash and Credit Card.
Ultimately accounting reports in your accounting system should tell you the net difference because the data comes changes to your accounts. These can be backed up with the GL reports, the daily sales summaries and the other reports mentioned above.
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