As we look to the possibility of canceling our 2020 summer festival we have decided to offer our patrons the option to get a credit that can be used in the next two years, in addition to the option to donate their tickets or get a refund. I've looked at putting this money on account, but am thinking that in addition to that perhaps I should issue them a gift certificate. My concern is that there are contributions that start out with on account monies and I haven't seen a way to segment it. I'm curious how other organizations handle credits that are specifically for tickets and for a limited time.
Thanks
We also have a separate On Account to Donor On Account and also separate Gift Certs.
Heath and Shelley, have you confirmed that the new gift certificate payment method will work on your website?
Another issue is that if your staff attempts to redeem the GC using your original gift certificate payment method (instead of your new GC version), Tessitura will say that that GC number does not exist (for that payment method, which is correct) and will also put a mirror lock on that gift certificate. This results in that GC number being locked and it cannot be used. Your staff may need to close their batch (the batch that attempted to use wrong GC payment method) so that Tessitura will release the mirror lock. Another option is to use SSMS and update the mir_lock to 0 for that GC.
We have a few dozen GC's from a 2nd GC payment method and this causes us issues. Mainly because there is nothing on the GC design to differentiate between the 2 different GC payment methods.