Version 6.04

The main addition to this version is the abiltiy to select, on a per Donation basis, the kind of receipt options that you'd like to print.

Version 6.03 • Updates

Released July 15, 2002

You must be using version 5.72 to upgrade to version 6.04
Preparing for the Update

Theatre Manager will

The user will need to

Before upgrade
  • Upgrade to version 5.72 if you are not already at that version. Refer to earlier release notes about the process

After upgrade
  • You need to go to Default Data and click on the Donations tab to set the default size of donation receipt and kind of donation receipt that you want for your venue.

Optional Steps
  • None

Time Required
  • From any version 6, about 15 minutes. Depends on the number of transaction or donation records you have.

Donations

The major change in this version is to allow user to specify a the processing options for receipts for each donation as it is entered. Choices are:

  1. Print a receipt for each payment as it is received. This was the standard way that Theatre Manager printed receipts in all prior versions
  2. Print a receipt for each payment, but only when the donation is fully paid. This option is the same as the first option, except that no receipts are printed until the donation is fully paid for. At that time, a receipt is issued for each payment.
  3. Print one receipt for each donation, when the donation is fully paid, regardless of the number of payments. This option is like option #1 or 2, except that no receipt is issued until the donation is fully paid for, and at that time, a single receipt is only issued for the total amount.
  4. Print a statement style of receipt showing a total and all individual payments that made up the donation.
  5. Print a statement style of receipt, but only when the donation is fully paid.
  6. You can indicate that you are doing a receipt manually. This is when a receipt that TM prints just wont be satisfactory (perhaps due to the number of payments or that the person is a big donor). If you want to do it on a typewriter, TM will mark the receipt printed and not actually print one.
  7. and there is an 'other' category. TM will not print the receipts for this option. You can use it to track different receipting needs if desired.

The purpose of the 'when fully paid' option on a donation receipt is so that you can prevent receipts going out unless the donation is fully paid. This means that you don't receipt until a pledge is fully paid out (i.e. The actual amount on the donation is >0 and the balance = 0).

The default size of individual receipts is set in default data, as is the kind of receipt option to default at your venue. You can now set the receipt options and not worry that somebody will print an inappropriate receipt for that patron.