Hi,
Our box office supervisors need to have a payment method set up with which to make corrections. Currently, errors – whether on the part of the cashier or the guest – are not able to be corrected in Tessitura. As a result, a messy system of emailing and note taking to inform Finance of the need to make a correction after the fact has to fill the process gap. For example, recently a guest presented CityPass vouchers and after they were scanned they decided they didn’t want to use the at Intrepid. We were able to make the correction with CityPass, but not in Tessitura. What we are looking for is a “correction” payment method by which one payment method can be switched to another payment method( can I create a payment method with refund type). There must be a way to accomplish this in Tessitura, whether it is an option they already have in the system and we aren’t aware of ?
Please advise
You can move money arbitrarily between payment methods on any ticket order, just as long as those refund amounts are allowed by Tessitura security. So for example, if you had a box office person use the cash payment method when they were supposed to key in a credit card, the order was completed, and then you notice that the cash drawer doesn't balance with the batch, you could go back into that order, refund the cash payment method, and pay off the balance with a credit card transaction (assuming you still had the credit card details).
If I understand your detail properly, it sounds like the CityPass payment method doesn't allow for refunds. This might be on purpose, but maybe you want to override it based on user group; i.e. assign the BO Supervisors user group the ability to refund to that payment method.
Thank you, Nick,
The Citypass integration will not permit orders to be returned once barcodes have been scanned into the notes field.
We are however, able to make an exchange within the 'payments' tab and in this case, move the money out of Citypass.
so we created a TEST "correction"payment method with GL code so we will move the money to that GL code. Do you think that will resolve our issue?
Please advise.