This help doc will cover using the pending balance feature. This feature allows promoters to collect a deposit on the order and set the remaining balance to be collected at a later time. There are two videos below. Part 1 is the main video (watch that first), and part 2 will cover accepting online deposits for general admission events. 

Part 1 Video:
- Setting the default group sale messages
- Creating a group sale
- Finding the group sale in pending sales
- Editing the sale (canceling, refunding, etc...)
- Paying the balance in the box office or by sending a message to the customer


Notes On Cancelling and Refunding Balance Due Orders

  • If a partial payment is made on an order canceling will refund the balance due (zero that out) and convert the amount paid into a cancellation fee. 
  • If a partial payment is made refunding will allow for a refund of the amount paid and refund the balance due (zero that out). 
  • If no payment has been made on the order - the only option is to refund, which will refund the balance due (zero out the order).






Part 2 Video: 
Online deposits for general admission setups (like a class). 

For online balance due orders, the balance due date is 14 days before the event. 




Part 3 - Creating and sending payment warnings for overdue orders 

  1. Create a Warning Message Template

    • Go to CRM tab.

    • Click on Mail, then select Mail Templates.

    • Click Add Template.

    • For the template type, choose Payment Warning 1. (You may also see options for Payment Warning 2 and 3.)

    • Enter a name for the template, such as “Warning Test”.

    • Type the warning message content you want to use.

    • Click Add to save the template.

  2. Locate the Transaction

    • Navigate to the Orders tab.

    • Find and open the transaction related to the pending due order that's overdue. 

  3. Send the Warning Message

    • Click the gear on the order and click Send Warning.

    • From the dropdown, select the template you created (e.g., “Warning Test”).

    • The warning message will auto-fill from the template.

    • Click Email to send the message to the customer.

The customer will receive an email notifying them that their payment for the order is overdue and that they should contact the you to complete payment.