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Converting tickets into donations

Luisa Leon

Hi all,

I'm new to Altru but have been unable to find anything on converting tickets to cancelled events into donations. I recall reading something on fixing a payment by refunding the tickets but if there is another way to process these tickets into donations then I would be very interested in learning how to do this. I appreciate any feedback!

Thank you all!

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Comments

Tina Edwards

Hi Luisa,

I'm not sure what best practice is but we created a payment type called "PO" (purchase order). Our finance department has us do a PO for the refund from one account (ex. event ticket) to another (ex. donation). In the same day, the person that sold the event ticket goes into Altru and does a refund to payment type PO. I then go in the same day to that constituent and do a back-office transaction of the donation with payment type PO. Lastly, finance has something on there end to also fix in the same day. That's how we handle these. I am curious what others are doing as well.

Thanks!

Tina

Cristina Salvador

We use the same process as in the KB article for exchanging donations to memberships. We refund to "Exchange" and then process a new transaction with the "Other" payment method of "Exchange". https://kb.blackbaud.com/articles/Article/103485

Devendra Shrikhande

Luisa/Cristina -

Spot on in using the refund-exchange mechanism for converting tickets to donations. My only follow up is that you may need to coordinate with the finance department these updates so they are also aware of these changes.

Tina -

I suspect your response is overall the same process with a different name.

As an aside about Purchase Orders as a payment method for transactions please note that can potentially create an issue when the actual payment is received. So for that reason, when it comes to Purchase Orders such as Group Sales/Outreach/Facility Rentals, I would suggest noting the PO as a comment/note in the reservation and then load the transaction when the actual payment is received on the Purchase Order:
https://kb.blackbaud.com/articles/Article/188523