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Payment Plans from the WEB

Robert Taulty
$organization

We are going to be offering classes on the web where a constituent can choose to pay by a pay plan, therefore the WEB-API will be generating an open order. 

I am interested in hearing how other organizations or doing this, since we need to be able to generate an accounts receivable entry, we can normally do this in the client by using an invoice method but from what I can tell the WEB-API does not support this

  • Former Member
    Former Member $organization

    Hi Robert,

    Did you ever hear anything back about this? We are looking into our options for payment plans as well, but currently we are handling these on a case by case basis. Our box office charges the constituents 3 times with the card they keep on file. It has been up to me to send the box office a reminder to charge their cards over the duration of the course, so it's not ideal.

    Thanks,

    Halley

    SFJAZZ

  • $organization

    Hi Robert,

    You can set up payment plans via your web orders. We do this for both our Academy classes and season ticket orders here at First Stage. You can set up the payment plan in system tables under TR_BILLING_SCHEDULE. Here is a link to the billing schedule information on the network site http://www.tessituranetwork.com/Help_System/Content/System_Tables/TR_BILLING_SCHEDULE.htm. You can then auto charge all those credit cards set up by using the report Ticket Order Billing that is under Renewal Notices and Bills. This also might be helpful in using a payment schedule as well http://www.tessituranetwork.com/Help_System/Content/Ticket_Order_Processing/Using%20A%20Payment%20Schedule.htm

    I hope that helps.

    Chris

  • $organization

    Thank you  for this. We do this for our non-web sales channels but we Invoice the receivable. Our issues is that if we don’t invoice the order meaning just Keep the Order open, we need to figure out how to get the receivable into the G/L

    Bob

     

    From: Tessitura Web Forum [mailto:forums-tessitura-web@tessituranetwork.com] On Behalf Of Christopher Cuhel
    Sent: Thursday, April 04, 2013 9:30 AM
    To: Robert Taulty
    Subject: Re: [Tessitura Web Forum] Payment Plans from the WEB

     

    Hi Robert,

    You can set up payment plans via your web orders. We do this for both our Academy classes and season ticket orders here at First Stage. You can set up the payment plan in system tables under TR_BILLING_SCHEDULE. Here is a link to the billing schedule information on the network site http://www.tessituranetwork.com/Help_System/Content/System_Tables/TR_BILLING_SCHEDULE.htm. You can then auto charge all those credit cards set up by using the report Ticket Order Billing that is under Renewal Notices and Bills. This also might be helpful in using a payment schedule as well http://www.tessituranetwork.com/Help_System/Content/Ticket_Order_Processing/Using%20A%20Payment%20Schedule.htm

    I hope that helps.

    Chris

    From: Robert Taulty <bounce-roberttaulty1608@tessituranetwork.com>
    Sent: 3/22/2013 4:07:04 PM

    We are going to be offering classes on the web where a constituent can choose to pay by a pay plan, therefore the WEB-API will be generating an open order. 

    I am interested in hearing how other organizations or doing this, since we need to be able to generate an accounts receivable entry, we can normally do this in the client by using an invoice method but from what I can tell the WEB-API does not support this




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