Hi all. I am having issues generating invoices for ticket orders, as in a bill to send to the client. I've read through the documentation on invoicing but couldn't get it to work and we don't have an infomaker template set up for invoices. Can I please ask how you all generate invoices from Tessitura? Thank you!
Hi Michelle,
We have two types of invoice.
One very official one which actually pays off an order in Tess and then Finance reconcile this with payment when it actually comes in (used for organisations/businesses who require an official VAT invoice - schools are a good example). The issue with these can be that if a booking changes or is cancelled for some reason, we need to issue an official credit note to balance.
The other thing we have for less 'official' purposes, is a 'pro forma' invoice, which is a customised report we run and send out as a pdf. This does not pay anything off in Tessitura but gives the customer all the information they need to know to pay by the different methods. This is more for our group bookers and schools who just want confirmation of their booking details and how to pay.
In both cases we needed to do some custom work to meet our needs and add our branding in etc.
B
Unknown said: Hi all. I am having issues generating invoices for ticket orders, as in a bill to send to the client. [...] we don't have an infomaker template set up for invoices. [...]
Hi all. I am having issues generating invoices for ticket orders, as in a bill to send to the client. [...] we don't have an infomaker template set up for invoices. [...]
I don't think anything exactly exists in Tessitura re: invoices as they're usually thought of, so I think you'll need that custom template. Here I've created several different InfoMaker "invoice" order acknowledgments that live under the order print button -> Acknowledgments, and are used by the Box Office, Group Sales, and Education, for various invoicing needs. All of these run the standard order ack code, dumping the output into a temporary table, and then manipulating it as needed for the particular invoice/ack.
If interested in more info, drop me an e-mail offline.
Hello Michelle,
There are sample template formats available in the Tessitura Sample Library for invoices and order confirmations/acknowledgments. You'll find them in the Infomaker file TessituraSampleFormats.pbl in that download. The documentation on Invoice Bill Formats and Order Confirmations describes how to activate these formats for use in Tessitura, depending on which method you're using (both involve the T_FORMAT_INFO table).
Once you get it working, you can create a custom version of the format if you have the Infomaker know-how in your organization. Otherwise, it can be merged into a Word document (we have an awesome T-Cast on that topic as well).
Best,
Michael Wilcox, Tessitura Network
Thank you for coming back to me everyone! We may look at some custom work as suggested by Brooke and Chris if I can't get it to work. In the mean time I'll have a look at the T-Cast Michael. Chris, I'll send you an email this week if that's okay. Thanks again!