If you don’t do refunds, what can you do if tickets are exchanged for cheaper ones?

(Last Updated On: October 14, 2015)

A Wintix user asked us what to do when a patron exchanges from a more expensive performance to a cheaper performance, since it shows that the total sale is less than the total paid and is therefore out of balance.

If you don’t know how to exchange seats, click here for instructions.

If you don’t give refunds and want to account for the money that was over paid, you have a few choices.

You can enter it as a donation… but, we’ll also mention couple of other options as we go along.

  • If you do an exchange for lower priced seats, the sale will be out of balance, showing that you owe the patron money back.
  • If you do not give refunds and want to balance the sale, you can apply the overage as a donation.
  • Go to Sales | Sales records | <Search for the sale in question, by number, name, etc.>
  • Click on the Tickets tab.
  • Click Add or exchange seats.

add or exchange seats

  • Choose seats on the chart, using the new, lower price category.
  • Click OK
  • You will see a yellow box appear with four options.
  • Choose option 4. Add the $XX.XX as a donation to this sale.
    • NOTE: It’s at this point, you can choose other options.
      • Option 1 – you can choose no extra sale and just leave the overage in the sale.
      • Option 2 – you can create a sales record for the ticket amount only, then you could leave it as a customer credit or do a refund.
      • Option 3 – you can create a sales record for the ticket amount and the service charge, then you could leave it as a customer credit or do a refund.

option 4

  • Click OK.
  • You will see the overage dollar amount is now in the donation field.

donation 12

  • If the sale is for a general admission show, you would simply zero out the number of tickets from the current price category line, in the Tix column and enter that number into the new, lower price category in the Tix column.

tix column 1

tix column 2

  • Now click the General Information tab.
  • You will see the yellow box appear with 4 options.
  • Choose option 4 – Add the $XX.XX as a donation to this sale.

yellow window

 

  • Now click on the Payment tab.
  • You will see the overage dollar amount is now in the Donation field.

 

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