Has a client contacted you to add a ticket to an existing order? Follow these steps to modify the order in the Archives module.
If the order to which you wish to add a ticket was placed at the box office, please follow this procedure instead.
How To Access the Client’s Order
Click on the Orders section in the left-hand menu, then go to the Archives module.
Find the buyer’s order using one of the following methods:
With the buyer’s info:
Adjust the time period so that the selected date range includes the order’s purchase date.
Click More options.
Enter the buyer’s name or email address in the relevant field.
Click Search.
With the order number:
Adjust the time period so that the selected date range includes the order’s purchase date.
Enter the 8-digit number in the provided field.
Click Search.
Click on the buyer’s name or the order number in the search results to view the details and proceed with adding the tickets.
Pro Tip
Directly access an order by adding its number to the end of the Archives module’s URL.
For example:
https://thepointofsale.com/manager/orders/archives/12345678
How To Add a Ticket to the Order
Go to the order’s Tickets section.
Click the +Add ticket button.
In the Add Ticket window:
Organization: If you manage several organizations, select the one you wish to use.
Event: Select the desired event.
Ticket: Select the desired rate.
If the event has reserved seating, first check the location of the tickets already in the order so that you can select seats next to each other or nearby.
Quantity: Indicate the number of tickets to add to the order.
Complimentary tickets: Determine whether or not this is a complimentary ticket.
Promotion: If applicable, select the promotion you wish to apply.
Unit cost: Adjust the ticket price if necessary.
Service fee: This read-only field allows you to view the service fees associated with adding a ticket.
Producer fee: Adjust the organizer's fee if necessary.
Delivery: Choose the delivery mode.
deally, please select the same delivery method as for the other tickets in the order, unless the event date is too close to allow for delivery by mail.
Click Save.
Once the ticket is added, a yellow banner appears above the Tickets section showing the buyer’s balance due.
How To Proceed With Payment
There are two available options for you to collect payment from the buyer. These options can be found in the yellow banner above the Tickets section of the order.
Enter the buyer's details: Click the Pay button, then enter the buyer’s payment details in the secure form.
Send the link to the client: Click the Send payment link button. A secure link will be sent by email so that they can make the payment online by completing a form.
Once payment is complete, the banner will be removed, and the payment will be recorded in the order’s Payments section.
What To Do Before Leaving
Once the transaction is complete, follow these final steps to finalize the order.
Send the Receipt
Please inform the buyer that their order has been modified. Click the Email receipt button to send the transaction confirmation email to the buyer.
Send the Tickets
If applicable, click the Send e-tickets button to send the new tickets to the buyer.
For a virtual event, use this same button to send the new streaming link.
Add a Note
In the Notes section below the Order Costs section, enter the date and reason for the modification. This information will be useful for your internal records.
