Schools paying Invoices Online

Hi Heath Wilder! Wondering if you've found any solutions for this. I'm working on moving our Education dept to Tess, and will have a very similar structure for school shows. I saw in a TLCC presentation powerpoint that Minnesota Zoo has the teacher register as an individual, then affiliate themselves with the school. That sounds like a super cool idea, but I haven't gotten a response to my clarification email from them. Just wanna re-visit, in case anyone has more thoughts!

Hi Heath Wilder! Wondering if you've found any solutions for this. I'm working on moving our Education dept to Tess, and will have a very similar structure for school shows. I saw in a TLCC presentation powerpoint that Minnesota Zoo has the teacher register as an individual, then affiliate themselves with the school. That sounds like a super cool idea, but I haven't gotten a response to my clarification email from them. Just wanna re-visit, in case anyone has more thoughts!

Yes indeedy I do - well at least I have a lot of opinions.

The biggest conundrum is indeed teachers logging in and paying for a school invoice (column 3 below).  At the moment it's early days but we are taking payments of the invoice via a contribution page to an On Account payment method with a CSI form field on that page for them to input the invoice # (order number). 

We are doing registrations, EOIs and now payments for Virtual and in Person workshops and Matinees. We use a combo of TNEW and Wordfly Pages for things 

I'll send you some links to what we have on TNEW.  I'm also still waiting for Julie's offer for my sabbatical over there when Covid blows over 

We process all our online contributions through the on account payment method, then code in Tess later, so this solution definitely has precedent! Are you still collecting registrations through ticketing in TNEW? And if so, are you able to use the contribution on account payment method to pay off those invoices? (And I'll let Julie know you're waiting on her ;) )

Yes we do collect registrations through TNEW.  The On account payments can be used to pay off the invoices (by hand) but I'm looking at Payment Plans going forward

Got it. Do most of your educators pay by card? We're definitely trying to avoid having to put in a card during the registration process, since many schools pay by check, and those that pay by card have to request that someone in administration completes the payment.

Hi Cassidy! Ragan Rhodes here with the Tessitura Network Support team. Just jumping in to add that it is currently required for all TNEW order to enter a credit card, even with a $0 down payment plan. We have a current enhancement request in for just this topic because we know that it is a hard pill for educators to have to enter their own credit card, no matter how much we reassure them they won't be charged and that an invoice will be sent to the school for normal processing. I am going to get a support ticket started for you so that I can loop you in on that enhancement request and get updates as we make progress on it, sound good?

Ragan Rhodes That would be wonderful! Thank you!

For EOI? Nope.  We have a TNEW form where they fill in the details and we send the invoice out to them if they want to do direct deposit etc.

Once we've sent an invoice if they want to pay with the school CC (and they don't want to call us direct) they can use the Contribution Page to pay it and leave the Invoice # as additional CSI info so we can match up the On account funds.

Of course if  they just want to pay the registration straight away they can do that.  For Virtual Workshops it's a bit easier as prices are fixed

We also have a bunch of Direct Deposit folks as well.  THey can do that from the invoice and we pay off in Tess using our Edu - Direct Deposit Payment Method

Heath, 

I'm interested in your success over the last 11 months.  Our education sales team spends far too much time playing phone tag to take payments over the phone.  Did the "contributions" and "CSI" hack work for you?  I would still have my education sales team build the sale, but simply looking for a way to pay an invoice online (which should be common place these days). 

Hi Ragan Rhodes, did the enhancement ever get approved for this?  DEFINITELY looking to add this functionality for my programs too!

Hi Alexandra Papazian! I just double-checked this for you and our product teams know there is interest around this feature and it's on our radar, but will be something we will have to look at after the v16 launch. 

Thank you!