Hello Tessitura Community,
Does anyone out there have a process in place where you build orders internally via Tessitura application (Unpaid) and allow the customers to pay these orders via secure link over the web? How do you handle loading orders with distinct modes of sale that have different internal business rules and different access without utilizing a third party service. Bonus points, if you have a process in place that is dynamic and doesn't hard code each scenario specifically.
Thank you, -Lisa Rudnitsky
Hey Lisa, Just in case you have something like TNEW (your donate page looks similar enough that the functionality in Tessitura might work). The closest I've gotten to this was Lily Pipkin's genius re: schools invoices - in response to an invoice with a link and instructions - direct them to a TNEW one page giving donation page, instructing them to use the specific email address that is on the invoice and take the amount as an an on account payment - best to check with finance if they need a specific On Account for tracking. https://www.tessituranetwork.com/Items/Videos/Community/TNEW-One-Page-Giving-Strategies about 27mins in. Before one page giving I was using a regular contribution page in TNEW to on account, which allows for form fields. It's the login though that's a pain but that might not be an issue for you.
Thank you for your reply, we don't use TNEW but I will review the link you shared. The donation page - how would you set that up in Tessitura? Does this cover all orders/all types of single sale, school orders, regular concerts and other events? Sorry for my convoluted questions - we are trying to figure out some work arounds and possible options to get something like this set up.
It'd depend on your website unfortunately. In TNEW you'd set the transacting fund to On account - and you could make an On account method for that business segment (edu, concerts etc). It would be a distinct page for that type. We have a bespoke site but have used the TNEW method there.