Accepting group sales payments online workaround

Laura Taylor
Laura Taylor
Fifth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge
in Blackbaud Altru® General Discussions

Hello,

Has anyone developed a workaround for accepting group sales payments online? I am thinking I could create a daily sales program and a fund dedicated to rentals and have our events people send the link to their clients. When we receive a payment, we can then do a non-fiscal refund and sale on the reservation. It's a little convoluted, but would work I think. However, if anyone has thought of something better or sees an issue with method I outlined, I would really love to hear it!

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  • KAS Shannon Knight
    KAS Shannon Knight
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Laura Taylor you could also just set up a designation for Group Sales (or one for rentals, one for school groups – whatever you need) and then accept the payment using a donation page where the amount is write-in only. You can change the language to reflect what the page is for, and then send the link along with the patron's invoice.

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    Then you can do the same thing you mentioned: an internal refund to transfer the payment to the reservation.

  • Laura Taylor
    Laura Taylor
    Fifth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge

    @KAS Shannon Knight
    Thank you Shannon. Yes, that would work as well and may be better since I would have the comment section. I'm actually not sure I even need to do the non-fiscal refund. I could just use a non-fiscal payment method for the reservation and not count the designation when creating totals. We don't really rely on Altru reports so it could work if Finance knows what to look for.

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