Processing an Order Using an Account Balance

 

1. Log into Sales. (Image 1)

Image 1

2. Click the Maintenance Icon. (Image 2) 

Image 2

3. Search for the customer by entering the Order # or the customer’s Last Name. Then, click the appropriate green check mark. Double-click the correct order to bring up order contents on the Item Summary page. (Image 3)

Image 3

4. Your order should have an Account Balance visible in the upper right-hand corner. (Image 4)

Image 4

5. Click on the Payments icon at the top of the screen to verify the refund method. If the refund has been done through Account Balance, you will see the line item. (Image 5)

Image 5

6. Off to the side, select the Event tab and then the folder of the item you wish to sell. (Image 6)

Image 6

7. Select the event or show from the list on the right. Add a quantity of tickets for your new event. Then click Proceed. (Image 7)

Image 7

8. On the Item Summary page, click Proceed. (Image 8) 

Image 8

9. On the Payment Information, click the (Choose Method) and select Apply Account Balance up to... This will apply the Account balance to the new tickets. If the Account Balance only partially covers the full payment due, click Apply Payment. Then, pay the remaining balance as normal. Click Finalize. (Image 9) 

Image 9