Hello,
We are looking to see how other organizations are handling group sales tracking in Tessitura. We've looked into using plans, but those don't quite fit our needs as we would need 1 plan per order and often have multiple orders for groups. When we tested it the system only allowed 1 plan per constituent at a time.
We are currently using the Hold Until date on group tickets orders to track their final balance due and then run an order export a few times a week to track them. But we also need to be able to track their deposit amount due and deposit due date, which we are doing in an order note and on a separate spreadsheet at the moment. We would love to find a way to better utilize Tessitura to be able to track group sales. We are finding the order export method a little clunky and analytics does not have the hold until dates for orders.
Thanks,Daniel
Hello.
We have started to use payment plans/scheduled payments for group sales. Majority of our buyers used a credit card to take payments, so we have moved towards using this as our main payment type for groups. We set-up a layered plan that pays off - $100 down-payment at time of booking, followed by a percentage of the amount due at X days out from the performance date. The payment utility automatically charges the card. We use reports to track upcoming payments and also failed payments if we need to follow up on charges. We also accept direct deposit and cheques and use the same scheduled payment system to track up-coming payments.