Hi
I process web ticket top up donations through the On Account Tracking Report but it only gives very basic information.
I'd like to know the date of the transaction and also the ticket sale(s) to which the donation relates.
Does anyone know a good way of doing this? Or do you have a better way of processing such contributions?
Thanks, Alison
Alison,
If you look at the Payment screen of the Transactions tab within a constituent record it will tell you the date the payment was made. You can cross reference that to ticket orders by then looking at the Orders tab for the order with the same date as the payment.
In case you didn’t know, you can double click on constituents in the report output of any report and it will open their constituent record. This makes looking up that payment info pretty fast.
Kevin Sheehan
Documentation and Project Specialist
Tessitura Network, Inc.
ksheehan@tessituranetwork.com
www.tessituranetwork.com
Hi Kevin
Thanks for your quick reply. I've had a look and this is useful. I've also noticed that if I look at the Payment History section, rather than the Transaction History area, I can see the transaction broken down into ticket sale and contribution.
Do you know if there's a way to get the date of the transaction onto the On Account Tracking Report so that I can enter the correct date when processing the contribution?
Thanks again
Alison