We're relatively new to PE. I'm trying to figure out how to get PE to match a business practice here, but am stumped on how to do so. Here's the situation... When someone calls us to book a group tour, we reserve the tickets for the event, but don't collect any funds at that time. The tour leader will then send a deposit, typically around 50%, and typically in the form of a check. The tour leader will then pay the balance at the Admissions desk when they actually arrive for the tour. This way, we can adkust for no-shows or extra people joining the tour. However, in PE, it appears that you can only deposit to a CRM account, and that such deposits are not linked to a specific transaction. This means that when the tour group arrives at our Admissions desk, there is no easy way to see what they've paid as a deposit. We can jump out of the GA sales screen and into CRM to see what's shown on Payments for the client, but that seems ridiculously cumbersome. Does anyone else work like this, and could maybe offer some suggestions as to workarounds? Thanks, Craig

I'm not sure I'm following - here's how we do it A) reserve the tickets under a persons crm B) add payment in their crm C) when they arrive to buy their tickets go into the crm, adjust the reservation as needed D) use confirm reservation to go to the payment screen E) their balance should show on the bottom of the page; fill in how much they still need to pay in the correct payment type, use the withdraw payment form to get their deposit, and finish the transaction. This is how I've been processing our series tickets where hey choosetheir own shows and it seems to work for me. But, hey, I'm new too.

Sorry for the delay in responding; it's been a while since I've had time to come back to these forums. So I presume that you're using the Standard sales screen for all of this? I guess our problem here is that we have one team of people doing the reservations, and another set doing the actual admission. The Admissions folks need things to be kept nice 'n' simple; we don't want them to have to get out of the General touch-screen sales screen. In my mind, it makes more sense if deposits could be associated to a specific order number (and that multiple deposits could be made to a single order, and that deposits can be modified after the fact). That way, everything is associated with the order, not the customer. For example, if we have a bus tour company that books three separate tours with us, each for a different client of the bus tour company's, there doesn't seem to be a way in PE to distinguish which deposit is for which specific tour; PE just lumps them all in the bus company's CRM record. I can see how your method would work (and have forwarded it onto our folks here for their feedback), but it still just seems unnecessarily cumbersome to me. Thanks for the feedback and info, though! Best, Craig