How to split contributions from over all sale through payment express?

Hi Aaron:

If I understand your question you want to be able to do a $100 ticket sale and a $200 donation in the same transaction but have the two amounts go to different GL accounts yes?

We do this daily.  We have our regular payment methods for tickets (MC/Visa/AMEX/Disc/ Check/ Cash) and for donations we also have a payment method tied to a specific donation GL account.

During a sale the associates just add another line in the payment window, choose the payment method Box Office Donation (tied to it's own GL account) and put the $200 donation there.  On all of the resulting reports, the $200 is automatically removed from ticket revenue and placed "on account" for development to move to the proper funds. I'm then able to run a "Payment Methods" report and pull all donations that way. We do not yet have the development module of Tessitura.

I hope that made sense but feel free to e-mail direct if you would like screen shots of the setup.

Thanks!

Michelle

 

Hi Aaron,

Are you really wanting the customer to only have one charge but the cash split and deposited into two different bank accounts?  That would be great, so I hope you get good responses.  Our solution has always been to do a monthly cash transfer using the Fund GL data to confirm the amount.  Still pretty manual but at least it's not daily.  

The only other option I can think of would require two payment methods which means two charges to your patron. Our team found multiple charges often confused our customers so we don't do it.  

Hope that helps!

Sarah

Thank you all.

Yes to reiterate we would like this split to be automated especially to accommodate our web sales without the need to do two different payment transactions. 

 

 

Here are my $0.02. I hope they are a useful contribution.

The first thought is that on the contribution side the Fund Selected by the ticket sales opperator can have a unique GL code for box office contributions taken. Not the same GL used for ticket sales. This could be used to segregate the contribution money. Tessi seems to like lots of funds and GLs to handle finance department woes.

However, on the payment side without forcing sales operators to take two different payments methods on the order, I don't know an automatic way to break up the payments on different GL codes.

Hopefully this is a bit helpful.

--Tom

On Thu, Aug 6, 2015 at 10:26 PM, Aaron Waapu wrote:

Hello community,

Our finance department has asked if it is at all possible to split contributions from an over all order transaction into it's own account.

Currently (for us anyway) if a patron purchases a ticket and makes a contribution, all the funds are deposited into the same account. The finance team need to manually transfer the contribution amount into another account which is both inefficient and has potential for errors.

Is there some way the finance team can split the contribution amount into it's own account?

Any feedback welcomed, even if it is obvious. :)

Thanks all!



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