Using on acct money on our tnew site

Hi Shelley - 

We recognized the need to allow patrons to apply on account payment method balances online on TNEW, and we have been working on adding that to the application.

The good news is that we are targeting release of this new feature on TEST sites NEXT WEEK as part of our 7.38 release. Depending on how testing goes, we are then targeting the deployment of the 7.38 release to LIVE sites the week of 10/19. Let us know if you are interested in setting it up in TEST sites next week as we'd love feedback before going live. 

Thanks! Nara

Hello Nara! I would love to be a part of the testing; we have $700,000 of on-account credits that we are currently applying to orders manually. Should I open a support ticket to be included? Thank you! We are super excited for this feature

Kirstin

Yes, I am interested in beta testing that functionality. Thank you!

Thanks Shelley! I will have one of our team members reach out to you. We are expecting this 7.38 release which includes on account payment method balances to be on TEST sites on either Tuesday or Wednesday of next week. We will have initial documentation available as well. Would love for you to set up the feature on your TEST site right after the release if possible. We'd love to get feedback sooner than later. 

Hi Kirstin! WOW! That's a lot of credits! Yes - if you would like to review the feature on TEST sites next week, it would be great if you could open up a support ticket. We are currently target Tuesday or Wednesday of next week (10/13-14) for this to be released on TEST sites. Once it is, we would absolutely love if you could configure it in your test site and let us know what you think! Thanks for volunteering. 

Hi Maureen, 

If you already have on account payment methods set up for use in Tessitura than you are already half way there! There just a couple of things you will need to either confirm or configure in Tessitura in order to use them on TNEW.

You will want to confirm the web user group has access to the payment methods you want to allow to be applied to an order on the web via TNEW. In addition, you will need to configure or confirm the "Income" and "Max Refund" settings for the payment methods as well depending on how they will be used.

Everything else will be configured in TNEW's Administration Site (including mapping which payment methods can be used for which products if you need that level of control).

We will be publishing documentation out very soon that will give you suggestions first on how to plan for the configuration of the feature, and then step-by-step instructions. We'll include a link to the documentation in our release notes. 

Thanks,
Nara

Thank you, Nara! I have opened a ticket. I do have one question; not sure if you have the answer yet - will we be able to segment out perfs for which patrons can/cannot use their credits? We have internal and external performances in our venue, and we don't want patrons to use their money for external performances.

Kirstin

Hi Kirstin,

The way the on account payment method balances feature works is that in TNEW Admin, you will be able to configure which on account payment methods can be used for which products at the product type level (which can be overridden, if need be, at the performance level). 

You will have 3 options at the product type level:

• Disabled (so no on account payment method can be used on that product in an order)
• All Available (so any and all payment methods you have given access to the web user group can be used on that product)
• Select an individual specific on account payment method that can be used on that product.

So if you have external performances set up under Perf Type A, you can set that to "Disabled" and then if your internal performances are set up under Perf Type B, you can set that to either "All Available" or an individual on account payment method. Hope that helps! 

NOTE: this control is at the product level - it is NOT at the patron / constituent / MOS level. 

Thank you SO much for this thorough answer. This is really good news for us!

Kirstin

HI Nara,

We'd also like to be a part of testing.

Thanks,
Drew

Great! Thanks Drew for volunteering. I just asked our team to open up a support ticket for you. Once the release is on test sites, we'll send a link to documentation and you can test it out! 

BTW - for everyone on this thread, we'll keep you posted as to the timing of the release. We are still targeting this week, but might be later in the week. 

It may be beneficial to have separate on-accounts for that purpose. So you'd have your "I'm moving stuff around" on-account, which isn't set to be usable in TNEW, and you'd have your "usable by the constituent" on-account, which is.