You can sell a ticket from within the site, versus the online donation portal. This is helpful for clients that do not have a license that includes the online donation portal, or when someone sends in payment or registers over the phone.
When someone sends in or calls in payment, it's recommended that you process that transaction by manually selling the ticket, rather than entering a donation, invoice, or payment. When processed by manually selling a ticket, the transaction is directly tied to a ticket sale.
- Navigate to a Campaign that has a ticket.
- Click Sell Ticket on the left-side menu.
- Enter the name of the Profile that purchased a ticket and select the name from the drop-down menu.
- If you have more than one ticket type on this campaign, click the Ticket Name.
- Enter the Number of Tickets being sold, select a Payment Method, then click Process.
- If the payment method is check, enter a Check Number.
- CommunitySuite will automatically populate the Total Amount based on number of tickets and ticket price.
- If you select Stripe as the Payment Method, you will need to enter the credit card information before advancing to step 6.
- Click [Add Guest].
- Select a guest using one of these methods.
- If the person purchasing the ticket is going to attend, click "Name" is going attend.
- If the person attending is another profile in the system, search their name in the Search Existing Individual Profiles section and select from the drop-down list.
- If the person is not in the site, enter their information in the Add Guest Information section. then click Save.
- First Name and Last Name are required. All other fields are optional.
- First Name and Last Name are required. All other fields are optional.
- Repeat steps 6 and 7 for additional guests.
- If the campaign has groups and/or requests, assign those to the registrants.
- If the campaign has a ticket receipt, click Ticket Receipt on the left-side menu and then click the preferred delivery method.