Hello Tessiturians,
Here's the situation -
Individual purchases tickets and returns them. Monies are credited to patrons' record On Account.
Individual record gets converted/added to a household record.
Individual wants to use monies On Account, but we can only apply transactions to the household account.
How do we use the individual's On Account monies for a household transaction?
We have been taking the individual record off of the household account, use the monies on the individual's record, then re-inset the individual to the household. This has worked but I'm hoping other Tess users have an easier way.
Any suggestions?
Thanks all
I might suggest moving all transaction’s to the household level. You should then be able to use the on-account monies.
Christopher Cuhel I Software Application Project Manager
John Michael Kohler Arts Center
ccuhel@jmkac.org
Direct 920-694-4551
From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Tatiana Jofat Sent: Friday, January 10, 2014 11:11 AM To: Chris Cuhel Subject: [Tessitura Ticketing Forum] HH vs Individual - On Account monies
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Thank you Chris.
If the individual has the monies "On Account" before they get added to a household, and we move all of the transactions to the hh, do the monies On Account also move to the household level?
Tatiana
Unknown said: If the individual has the monies "On Account" before they get added to a household, and we move all of the transactions to the hh, do the monies On Account also move to the household level?
Yes.