Hello all.
We have used the event Cancellation Utility for the rest of our season and have moved all of the existing money to an on Account. What "we' would like to now be able to report on it, when our patrons reach out and let us know what they want us to do with their money (donation, GC, or refund).
Is there a way to look at the moeny leaving this on account and track where it goes? i dabbled a bit in the finance data source and was able to figure out ticket returns but this one eludes me.
i looked in the existing discussions and didn't see this...so , if this thread already exists please let me know.
thanks,
Erik
Erik,
In the Finance Cube, you can track both putting money on account and then applying that on account money to an order. See the example below in which the money initially came in via Credit Card, tickets got returned and money put on account (shows as a Credit). Using the On Account money would show up as in the Total Debit Amount.
You can use the Total Debit Amount to track when the On Account money is used.
I hope that helps.
Neil
Neil Cole It seems that your images aren't showing any longer. Would you be willing to reshare? My email address is mkeutsch@stratfordfestival.ca. We're looking for exactly this information!