A constituent wants to reschedule tickets to a different program

If a Patron purchases tickets to a program event and later decides they would like to attend another program event instead on a different day/time, you can do this in Altru without affecting any payments previously taken.  For example, a patron wants to switch from one camp to another camp.
If the two program events are within the same program and cost the same amount, reschedule the tickets.

If the two program events are in different scheduled programs, follow the steps below if the exchange amount (refund) will be either less than or equal to the amount due for the new items. If the new items total more than the original order, we recommend processing a regular refund and re-obtaining the credit card information for a repurchase.
  1. Configure an 'other' payment method called Exchange
  2. From Sales, click Refunds
  3. Select the order, click Continue
  4. On the Create a refund screen, select the quantity of items to refund
  5. In the Payment details section, change the payment method to Exchange
  6. Click Complete Refund (If this was a credit card, it will not refund the card)
  7. From Sales, click Daily or Advance Sales 
  8. Select the Patron and tickets to purchase
  9. Select the Other button and select Exchange
  10. Enter the amount of your Refund/Exchange from above in the Amount field
  11. Click Complete
Note: If the order balance needs to be reduced, you can click the Discounts and Promotions button, select adjustable discount and apply the amount you need to take off.
 

Environment

 3.15

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