4 | Payments & Refunds
Methods of Payment
New methods of payment have been added to Flowte, to give you the freedom to process a variety of payment options, also making it easier for you to record data and report on it.
When you click on 'Customer' or 'No Customer' you get the following MOP options.
Cash
This method is used when a customer wants to pay for their ticket using cash.
Card
This method is used when a customer wants to pay for their ticket using card.
Reservation
When you select reservations you are able to put through a transaction without taking a payment. This is useful for customers that want to keep their seats but pay in the future.
Note: you will need to untick "Send Email Confirmation and E Ticket" before clicking Reservation to prevent the customer from receiving their Tickets.
By doing so, they will not have access to their tickets until they pay for them later.
By doing so, they will not have access to their tickets until they pay for them later.
Card Reader
This MOP is used when a customer wants to pay for their ticket using their credit or
debit card at the box office or ticket office and not online. The new chip and devices makes taking payment easier and quicker. Perfect for the busy event days.
debit card at the box office or ticket office and not online. The new chip and devices makes taking payment easier and quicker. Perfect for the busy event days.
Other
This MOP is used when you have an alternative payment method that isn't cash, card, or reservation. This is useful if your customers wants to make a payment via cheque or bank transfer.
Refund to Hold / Exchange
If a customer wants to exchange their ticket you can easily refund and hold their tickets. This feature is beneficial to you and your customers because you are able to process a refund whilst holding another ticket. Making exchanges simple and efficient.
Below are steps on how to refund to hold.
1. Click refund to hold
2. Select the the hold you would like and click Refund
With Payment plans, customers have the flexibility to pay for tickets over time, rather than paying for their order all at once. Customers can pay off their purchase in as many instalments you decide. When customers choose a instalment plan, they will receive an access code, which allows them to purchase the next instalment.
How to create payment plans.
Navigate to Admin > Events > Select the event you want to create the payment plan for.
1. Create a new ticket type in the event page.
In the ticket description indicate to your customers that they will receive a discount code for the second payment.
2. Choose your Ticket Sales start and end date.
Decide how long you want to ticket to run. This will decide how long your customers have to purchase the ticket. For example the first instalment is available to be purchased for 1 month.
3. Create the second instalment:
a. Add a new ticket by clicking the "Add Ticket" button.
b. Name the ticket e.g 2nd instalment. Set your price and add a description.
c. Set your Ticket Sales start and end date. This ticket will begin selling the day the first instalment ticket stops selling.
d. De-select "Available online". This is done so when a customer goes to purchase the first instalment, they should not be able to see or purchase the 2ndinstalment. You can make this available online again once the sell date for first instalment has passed.
e. Set max tickets per order at 1. This allows only one ticket is available for this purchase order. This is to stop others using your discount code to purchase a third instalment.
4. Repeat for the 3rd/4th/5th instalment.
The amount of instalments is determined by you.
5. Create your Access Code.
Create an access code for each instalment. Make sure each instalment ticket has a different access code. E.g For the first instalment use access code "Instal001" and for the second instalment use "002instal". These access codes will be sent to your customers and will be used to purchase each instalment.
6. Send access codes to those that purchased instalments.
Navigate to CRM and Automation. Create an email template including the access code to purchase the next instalment. Send email campaign to customers that bought previous instalment.