We've just set up one page giving and we have thought of another use for the page. The intention of this procedure is to discontinue verbal collection of credit card details by phone.
I'd like to run this up the flagpole to see if anyone sees any pitfalls. I'd be grateful for your thoughts on this proposal:
Set up a separate "On Account" type for ticketing funds.
Set up a contrib type that would utilize OPG to accept payments to the new On Account.
Style the One-Page Giving form and confirmation for this contrib to refer to "Payments" rather than donations.
After creating a customer record if needed and verifying the primary login, our staff could then verbally direct customers to the new OPG page.
Guest fills out first, last and email using the primary login. (our logins are email addresses) Guest inputs the amount to pay, as instructed by our staff, and proceeds to Windcave hosted payment page.
Upon completion of the payment, our staff can then see the money On Account. They can then use the On Account funds to complete a reservation and send PAH tickets and confirmation as usual.
much thanks,
Kate
Kate,
We are just discussing doing this exact process to collect payments for Comm Ed programs like Lectures/Tours/School Shows since we don't require payment up front for those! The hurdle we are trying to think through right now (which is probably easier for individual ticket buyers), is the process for getting the On Account payment onto the Constituent with the original outstanding Order, since the person filling out the One Page Giving page is creating a new Guest Checkout record. We could build in an extra day in the process to merge the Guest Checkout account with the original account before processing, but for Comm Ed programs, that will mean we'll constantly be merging individual accounts into School or Organization records, which I feel could get messy.
But if you are just merging two duplicate individual records, it seems like this should work great! Exciting to hear we're not the only ones thinking about this!
-Lily
We don't currently allow guest checkout but since we'd be instructing the payer to use the primary login email, I don't expect duplicate accounts at all. As I understand it, OPG matches the email used on the page to an existing account which has that primary login.
So your teachers could use the email login where the order has been reserved. There is no password so I guess people could make payments on other people's accounts (the school's account in your case).
This is our plan for schools that have been invoiced. When they come to confirm they will come to the OTG page and enter in the amount on their invoice, that goes to on account and we'll pay the booking off