Paying using External Vouchers (Theatre Tokens)

Vouchers can serve a great purpose in The Patron Edge, solve issues around refunds, and gives the facility to sell gift vouchers which brings in extra revenue. Rhys Beynon, an analyst on the UK Patron Edge Support team, has the following examples of offering vouchers as gift certificates, theatre tokens, credit notes or an equivalent of a cashless refund to share.

So you have sold a customer some gift tokens or a friend has bought the gift tokens for their birthday…

When a customer pays for tickets using Theatre Tokens, the value of the token is often more than the overall value of the purchase. You have the option to refund the customer the remainder in cash or preferably to add it to the clients balance in CRM to be used on a future purchase.

To reimburse customers in CRM, follow these steps:

- Add the tickets to the basket as normal and proceed to the Payment Screen.

- Against the External Voucher payment method, enter the value of the Theatre Token.

-  As you can see below, the value of the Tokenis higher than the total cost of the basket.

- You will then see a pop up message asking how you want to deal with the excess amount.

Choose option 2, Reimbursement, if you wish to give the customer a cash reimbursement

- Click Next to continue

- The External Voucher Window will then load

- Add the Voucher Type, Category and Number

-  Note the Sum to Pay is the amount you entered manually

-      Press “Add” to add the voucher to the payment, and click Next

-      A Reimbursement window will now load

- Choose how you want to reimburse the customer and enter the amount –  as already said at this point you can choose cash – but our clients are charities and every bit of income is important so we suggest you add the balance to the CRM which the customer can use for future purchases.

The balance will be added to the clients CRM and the value can be seen on the payment tab of the CRM.

This balance can be used against a customer basket anytime in the future.

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