Use this link to share with your colleagues:
How to Refund a Ticket Order to a Stored Credit Voucher: https://help.pm.leapevent.tech/a/1147417
This article describes a non-supported workaround.
Our recommended best practice is to use gift cards instead of stored credit. For more information, check out our All About Gift Cards / Gift Certificates article.
Whether you need to cancel a show or your patron has an emergency and can't attend a show, vouchers are a good way to ensure your patrons can still use their tickets - without having to be specific about which show they'll actually attend.
In this article, we'll:
- Add "Stored Credit" as a payment method
- Make the Stored Credit payment method available in PMBO for refunds
- Refund a Ticket Order to Stored Credit
1. Add a "Stored Credit" value to the Payment Method picklist
First, you'll add the payment method value to the Payment Method picklist - let's venture to Setup to make it happen.
1. Click on the gear and go to Setup
2. Go to the Object Manager tab, search "ticket order" and click on Ticket Order
3. Go to the Fields & Relationships tab in the left panel, search "payment" and click on Payment Method
4. Under Values, check to see if the Stored Credit value is already there
If you see Stored Credit as an available value, skip to step 2!
5. If you don't see the Stored Credit value in the Values list, click "New"
6. Type in "Stored Credit" and click "Save"
2. Make your new Payment Method available for refunds
Now, we'll activate the payment method you just created in the PatronTicket Settings tab - doing this will make it available in PMBO while you refund tickets.
1. Click on the App Launcher
2. Search "patronticket" and click on PatronTicket Settings
3. Click "Edit"
4. Select your choices in the "Available Third Party Refund Methods" list
You'll find it in the "Payment, Fee, and Delivery Settings" section:
Hold "CTRL" on your keyboard to select more than one option.
5. Click "Save"
3. Hooray! You can refund to stored credit now
Expand the section below for step-by-step instructions on how to refund to stored credit.
1. Find your Ticket Order and perform a refund as normal, up until you choose a refund Payment Method
See this article for more details on refunding Ticket Orders.
2. When it's time to choose a refund Payment Method, click the drop-down and select Stored Credit
Don't see the Stored Credit payment method? You still need to set it up - head back up to the top of the article.
Then, submit the refund as normal.
In order for the patron to use the stored credit later, you'll need to track it and connect the stored credit amount to the Contact. First, we'll create a Stored Credit event - this event will help you track stored credit for any given Contact. Then, we'll "sell" the Stored Credit event to the Contact.
3. First, check to see if there's a Stored Credit event already set up in Event Inventory
Make sure the event doesn't already exist before you start building a new one. If it does, then great! You can skip ahead.
4. If the event doesn't exist yet, go ahead and create it
If you aren't familiar with how to create a Ticketable Event, refer to this help article and follow the General Admission instructions.
As you create the Stored Credit event, take the following considerations into account.
- Instance Date and Sale End Date: Set these fields as far in advance as you'd like. Set the Sale Start Date to today's date.
- Venue: No need to set a venue.
- Seating Type: General Admission
- Sale Status: Set this to Private so folks won't see the event for sale online
-
Allocation & Price Levels: Create one Allocation and add Price Levels as needed
- If all your tickets cost the same price, create a price level corresponding to that price
- If your tickets have varying price points, create multiple price levels - we suggest multiples of $50, like in the screenshot above
- Visibility: Set this to Private - we don't want it to be visible online!
5. "Sell" the patron a voucher in the Stored Credit event
You'll use the Stored Credit event in PatronManager to track the Contact's stored credit amount. Let's walk through what that process looks like.
6. Choose whether to "sell" them multiple vouchers or one voucher for the full stored credit amount
Let's say your tickets always cost $50. In this scenario, the patron returned three tickets, so we'll choose three vouchers at $50 each.
1. Choose the number of vouchers
2. Confirm the price levels and click "Next"
3. When it's time to choose a Payment Method, click the drop-down and select your Stored Credit value
Your finance department will thank you for using the Stored Credit Payment Method!
Then, submit the order as normal.
In this scenario, the patron returned a couple tickets, one at $75 and one at $65. We'll issue them one voucher for $140.
Since there isn't a price level for $140, we'll select the next highest price level and add an ad-hoc discount for the difference so the voucher equals $140.
1. Choose one voucher
2. On the pricing screen, select a price level that's more than and closest to the stored credit total
Since we're issuing a stored credit voucher for $140, we'll choose the $150 price level.
3. Add an ad-hoc discount
- Make sure the box next to the Stored Credit event is checked
- Choose "Ad-Hoc Discount"
- Subtract the total stored credit amount from the voucher price level to get the discount amount. In our case, $150 - $140 = $10.
- Choose "Flat" as the discount type
- Click "Apply to Selected Items"
4. Now our voucher is worth $140! Click "Next"
5. When it's time to choose a Payment Method, click the drop-down and select your Stored Credit value
Your finance department will thank you for using the Stored Credit Payment Method!
Then, submit the order as normal.
7. Report on your Stored Credit Refunds
To view information on how much money you have refunded to stored credit, you may run your packaged Performance Reports or the Daily Sales Report.
Need to redeem some stored credit?
We'll show you how in this article.