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Individualized Invoice Statements?

James Mannino
$organization

Hello all,

 

Wondering if anyone knows if there is a way to print off an Invoice for one specific order at a time for the purpose of mailing it to a constituent to act as a sort of "bill."

 

Thoughts and/or suggestions?

 

Thank you!

  • $organization

    James,

     

    We set up an Acknowledgement to use as an invoice for specific ticket orders.

     

    Lisa

     

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of James Mannino
    Sent: Thursday, April 06, 2017 10:31 AM
    To: Lisa Eichers <LEichers@slco.org>
    Subject: [Tessitura Ticketing Forum] Individualized Invoice Statements?

     

    Hello all,

     

    Wondering if anyone knows if there is a way to print off an Invoice for one specific order at a time for the purpose of mailing it to a constituent to act as a sort of "bill."

     

    Thoughts and/or suggestions?

     

    Thank you!




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  • Former Member
    Former Member $organization

    Hi James,

    Same as Lisa. Here is our step by step approach if you want to replicate:

    1. Open Order
    2. Go to Print Order screen
    3. Check the Acknowledgment box
    4. In the Acknowledgement drop down select Standard Order Acknowledgment
    5. Click Ok
    6. This brings up a receipt
    7. Go to the Header where there is an icon that says Merge data
    8. Click on that button and a window will pop up asking for the file name to Merge to.
    9. The file is "ACMI Tickets Receipt template.doc"
    10. The file will open with a Merge window

    Merge to: New document

    Leave settings as they are

    1. Click Merge
    2. You then have a receipt that needs tidying up.
    3. Order date: The time looks a bit strange, just edit that to 12 hr time
    4. Delete extra rows on the Description table
    5. The Totals need to be edited to the most appropriate description, ie. More than likely there won’t be a contribution, you can delete that line.
    6. The dollar amounts need to be tidied.
    7. Ready to send to the constituent.