Hi.
I posted this in the Fundraising forum as well as the topic has to do with grants, but thought I would post here to as my issue is more ticket order based.
We are new to Tessitura this fall and working with version 16. I am trying to find the best way to apply grants that the Museum has already received to apply to student group Tessitura ticket orders. We have a number of different grants that are set up as payment tenders in Tessitura and our finance and Education team keep track of balances in Sage and spreadsheet tracking. Our Reservations Team checks in periodically to confirm what grant gets applied to what order. Our auditors require the grant payment tender be applied on the school visit date not when booked. Our issue is that when we send out the advance confirmation/invoice to the schools detailing the balance due, the grant funding is not applied, and therefor full balance appears in our HTML confirmation. We currently write a note in the booking notes field that details the grant and what the school REALLY owes, but school payable's staff pretty much hate this and we have had to create a few "faux" invoices manually in Excel which can show the exact amount due in order for the school to approve. The Maritime Aquarium in Norwalk, who we chatted with also uses the Booking Notes option to much the same response from schools. We are working with our onboarding team to see if there is a way we can use either a dummy Grant Payment tender type for the confirmation, send, and then reverse back in the order...or somehow play with the HTML code in confirmations to allow a negative fee to be applied so we get a true balance due. Just wondering if anyone hear has come up with a workable solution. Thanks for any insight you might provide.
Rebecca
*here :)