Billing Schedule woes

Can someone guide me in setting up the billing schedule? The documentation is super-confusing. This is what I want to do...

I want one third of the payment taken today (or the day of the order), one third of the payment scheduled thirty days from the first payment, and the final third scheduled thirty days after the second payment. 

 

Thanks in advance. 

  • Former Member
    Former Member $organization

    Hi Adria,

    What version of Tessitura are you on? Not 100 percent sure about version 12.5, but on version 11 you can set up the billing schedule on the individual order using the PMT field right next to the Channel field in a ticket order.  Perhaps you already know all this, but pressing the "chicklet" button next to PMT drops down a box (Order Payment Schedule) in which you can designate dates, billing type and schedule. We have documentation on how to set this up (in version 11), if it helps...

     

    Beth Jones

    Patron Services Manager

    Broadway Rose Theatre Company

     

     

  • Hi Adria –

     

    It sounds like you want to use relative dates based on the schedule start date (“S”). So, your three installments would be S+0 (the date of the order), S+30 (30 days from the schedule start date), and S+60 (which would end up being 30 days after that second installment).

     

    Hopefully that helps!

     

    -p.

     

    Patrick Schley

    Tessitura Network

     

  • Not sure if you've already solved your problem, but in TR_BILLING_SCHEDULE you need

    Bill Amounts: 33.34%,33.33%,33.33%

    Bill Dates: S,S+30,S+60

     

    Hope that helps!

    ~Katie Kerr

  • Thanks for your example. 

    It's weird but even with my current setup, the payments are coming out fine when done online. It's in the client that we have to manually change the amounts. Weird. 



    Inline image 1

    This is how I have it set up in the TR_BILLING_SCHEDULE

    Inline image 3


    On Thu, Apr 7, 2016 at 12:22 PM, Katie Kerr <bounce-katiekerr3886@tessituranetwork.com> wrote:

    Not sure if you've already solved your problem, but in TR_BILLING_SCHEDULE you need

    Bill Amounts: 33.34%,33.33%,33.33%

    Bill Dates: S,S+30,S+60

     

    Hope that helps!

    ~Katie Kerr

    From: Adria Gunter <bounce-adriagunter1034@tessituranetwork.com>
    Sent: 3/23/2016 3:28:13 PM

    Can someone guide me in setting up the billing schedule? The documentation is super-confusing. This is what I want to do...

    I want one third of the payment taken today (or the day of the order), one third of the payment scheduled thirty days from the first payment, and the final third scheduled thirty days after the second payment. 

     

    Thanks in advance. 



    --
    View this message online at http://www.tessituranetwork.com/Community/forums/p/15581/47783.aspx#47783 or reply to this message

    Adria Gunter | Subscriptions and Groups Manager

    STUDIO THEATRE

    1501 14TH ST NW

    WASHINGTON DC  20005

    T  202-232-7267, ext. (365)

    F  202-588-5262

    www.studiotheatre.org

    Subscriptions are online!   Reserve your group of 10+ today and enjoy a discount!

    2015-2016 SEASON MAIN SERIES    CHIMERICA |THE APPLE FAMILY CYCLE: SORRY & REGULAR SINGING |  BETWEEN RIVERSIDE AND CRAZY  | MOMENT | HEDDA GABLER

    2015-2016 SEASON   STUDIO X    ANIMAL | CONSTELLATIONS   

    2015-2016  SPECIAL REMOUNT    BAD JEWS

  • We're 12.5 now. I didn't thank you for this. The problem I was having is that once I was in the payment scheduler it wasn't dividing the payments up into thirds evenly in the client but works fine for online orders. It's weird. I'm just going to leave it as is and manually edit the schedule for phone orders. 
    Thanks. 

    On Wed, Mar 23, 2016 at 8:44 PM, Beth Jones <bounce-bethmoore3648@tessituranetwork.com> wrote:

    Hi Adria,

    What version of Tessitura are you on? Not 100 percent sure about version 12.5, but on version 11 you can set up the billing schedule on the individual order using the PMT field right next to the Channel field in a ticket order.  Perhaps you already know all this, but pressing the "chicklet" button next to PMT drops down a box (Order Payment Schedule) in which you can designate dates, billing type and schedule. We have documentation on how to set this up (in version 11), if it helps...

     

    Beth Jones

    Patron Services Manager

    Broadway Rose Theatre Company

     

     

    From: Adria Gunter <bounce-adriagunter1034@tessituranetwork.com>
    Sent: 3/23/2016 3:28:13 PM

    Can someone guide me in setting up the billing schedule? The documentation is super-confusing. This is what I want to do...

    I want one third of the payment taken today (or the day of the order), one third of the payment scheduled thirty days from the first payment, and the final third scheduled thirty days after the second payment. 

     

    Thanks in advance. 



    --
    View this message online at http://www.tessituranetwork.com/Community/forums/p/15581/47453.aspx#47453 or reply to this message

    Adria Gunter | Subscriptions and Groups Manager

    STUDIO THEATRE

    1501 14TH ST NW

    WASHINGTON DC  20005

    T  202-232-7267, ext. (365)

    F  202-588-5262

    www.studiotheatre.org

    Subscriptions are online!   Reserve your group of 10+ today and enjoy a discount!

    2015-2016 SEASON MAIN SERIES    CHIMERICA |THE APPLE FAMILY CYCLE: SORRY & REGULAR SINGING |  BETWEEN RIVERSIDE AND CRAZY  | MOMENT | HEDDA GABLER

    2015-2016 SEASON   STUDIO X    ANIMAL | CONSTELLATIONS   

    2015-2016  SPECIAL REMOUNT    BAD JEWS

  • Former Member
    Former Member $organization in reply to Adria Gunter

    Hi Adria, you may want to add some extra decimal places (33.333333%). I found that with my monthly billing 8.33% worked for $120 gifts, but for $1,200 it was giving me $99.96 instead of $100 a month. It's unlikely to always be perfectly even since it's one third with even amounts and Tessitura will always add the balance to the last payment.

    Ann

  • Thanks. I will try this. 

    On Thu, Apr 14, 2016 at 1:58 PM, Ann True <bounce-anntrue4774@tessituranetwork.com> wrote:

    Hi Adria, you may want to add some extra decimal places (33.333333%). I found that with my monthly billing 8.33% worked for $120 gifts, but for $1,200 it was giving me $99.96 instead of $100 a month. It's unlikely to always be perfectly even since it's one third with even amounts and Tessitura will always add the balance to the last payment.

    Ann

    From: Adria Gunter <bounce-adriagunter1034@tessituranetwork.com>
    Sent: 4/13/2016 3:06:44 PM

    We're 12.5 now. I didn't thank you for this. The problem I was having is that once I was in the payment scheduler it wasn't dividing the payments up into thirds evenly in the client but works fine for online orders. It's weird. I'm just going to leave it as is and manually edit the schedule for phone orders. 
    Thanks. 

    On Wed, Mar 23, 2016 at 8:44 PM, Beth Jones <bounce-bethmoore3648@tessituranetwork.com> wrote:

    Hi Adria,

    What version of Tessitura are you on? Not 100 percent sure about version 12.5, but on version 11 you can set up the billing schedule on the individual order using the PMT field right next to the Channel field in a ticket order.  Perhaps you already know all this, but pressing the "chicklet" button next to PMT drops down a box (Order Payment Schedule) in which you can designate dates, billing type and schedule. We have documentation on how to set this up (in version 11), if it helps...

     

    Beth Jones

    Patron Services Manager

    Broadway Rose Theatre Company

     

     

    From: Adria Gunter <bounce-adriagunter1034@tessituranetwork.com>
    Sent: 3/23/2016 3:28:13 PM

    Can someone guide me in setting up the billing schedule? The documentation is super-confusing. This is what I want to do...

    I want one third of the payment taken today (or the day of the order), one third of the payment scheduled thirty days from the first payment, and the final third scheduled thirty days after the second payment. 

     

    Thanks in advance. 



    --
    View this message online at http://www.tessituranetwork.com/Community/forums/p/15581/47453.aspx#47453 or reply to this message

    Adria Gunter | Subscriptions and Groups Manager

    STUDIO THEATRE

    1501 14TH ST NW

    WASHINGTON DC  20005

    T  202-232-7267, ext. (365)

    F  202-588-5262

    www.studiotheatre.org

    Subscriptions are online!   Reserve your group of 10+ today and enjoy a discount!

    2015-2016 SEASON MAIN SERIES    CHIMERICA |THE APPLE FAMILY CYCLE: SORRY & REGULAR SINGING |  BETWEEN RIVERSIDE AND CRAZY  | MOMENT | HEDDA GABLER

    2015-2016 SEASON   STUDIO X    ANIMAL | CONSTELLATIONS   

    2015-2016  SPECIAL REMOUNT    BAD JEWS



    --
    View this message online at http://www.tessituranetwork.com/Community/forums/p/15581/47906.aspx#47906 or reply to this message

    Adria Gunter | Subscriptions and Groups Manager

    STUDIO THEATRE

    1501 14TH ST NW

    WASHINGTON DC  20005

    T  202-232-7267, ext. (365)

    F  202-588-5262

    www.studiotheatre.org

    Subscriptions are online!   Reserve your group of 10+ today and enjoy a discount!

    2015-2016 SEASON MAIN SERIES    CHIMERICA |THE APPLE FAMILY CYCLE: SORRY & REGULAR SINGING |  BETWEEN RIVERSIDE AND CRAZY  | MOMENT | HEDDA GABLER

    2015-2016 SEASON   STUDIO X    ANIMAL | CONSTELLATIONS   

    2015-2016  SPECIAL REMOUNT    BAD JEWS