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On-Account Fees Report

Amy Lehman (Past Member)
$organization

We assessed on-account fees at the beginning of the year for on-account credit that was 5 years or more on inactive accounts. What report do I run to see how much we assessed? We need to figure out how much to move over from one account to the other. Thanks!

Parents
  • $organization
    From a customer experience stand point – you might want to change it to a donation.  Most non-profits have the no refund policy but customers can donate the ticket.  Transferring the unused credit to donation follows the same thinking and at least gives the customer something back – so they don’t feel they totally lost.    
     
    What we did for customer with on-account credit was to send them a letter at the beginning of each season and again in February reminding them of their credit and that if not used by the end of season it would be moved to a donation.    
     
    A pain the first year but after that it runs pretty smoothly.   Just remembered we created an additional On-Account report that would show the notes from the Order so we could process appropriately per discussion with customer. 
     
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  • $organization
    From a customer experience stand point – you might want to change it to a donation.  Most non-profits have the no refund policy but customers can donate the ticket.  Transferring the unused credit to donation follows the same thinking and at least gives the customer something back – so they don’t feel they totally lost.    
     
    What we did for customer with on-account credit was to send them a letter at the beginning of each season and again in February reminding them of their credit and that if not used by the end of season it would be moved to a donation.    
     
    A pain the first year but after that it runs pretty smoothly.   Just remembered we created an additional On-Account report that would show the notes from the Order so we could process appropriately per discussion with customer. 
     
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