Check the Box next to the item or items you need to refund and then use the Red X button on the order menu bar to remove them.

If the items being refunded are blue, meaning fulfilled, you will see a warning message. Click All to continue refunding these items.

Give the system a moment to remove the items and then click Proceed to finalize this refund.

Use the Choose Method drop-down to select how you are performing the refund. If this was a credit card purchase and you are inside of the 60-day window you will be able to select the card with last 4 from this list to refund back there directly. After 60 days cash and check will be the only options, click Finalize to commit this refund.

An exchange could result in any change to the money on this order depending on what you add and remove, if you end up with a negative balance at the end see the performing a refund section. Check the Box next to the item or items you need to remove and then use the Red X button on the order menu bar to remove them.

Next locate the items you are adding to the order, select a quantity, and use the Add button to put them on the order. Once you are done adding items click Proceed.

The new items will now appear on the order and the Balance or Refund Due will be displayed in the order summary window. Click Proceed to move on to the payment screen.

The amount Due or to refund will be displayed in the Amount area. Click Finalize to save the changes to this order and then use Send Confirmation to send new tickets and order information to the customer if you are not printing it right away.

Use the envelope button on the order actions bar to resend the details of this order including tickets.

When the Order Confirmation window opens you can confirm the email address and add a message if desired. Click Send Confirmation when you're ready to send these details to the customer.

In order to change a delivery method you must check the line containing the delivery method on the order which will select all items in that area. Use the Change Address button on the order action bar to make this change.

On the Change Delivery Method window use the drop-down to swap the delivery method then OK to save these changes.

When swapping from any method to E-delivery make sure to send a confirmation so the customer is sent their tickets.

To add a customer on to an order that has been credited to the box office open that order and click the Add customer button with the green plus sign.

The Quick Add Customer window will open and give you a place to enter in the customers information. After entering the information you have click OK and the system will perform a search for customers matching these details. You will be returned to the order if none were found and presented with a list of customers to choose from if some were located.

From this window you can either create a new customer or use a selected one. Clicking the view selected button will let you confirm this is the correct account before picking it.

Locate the membership and click on the price of the one you wish to change.

The Effective Sale Date is the date you are pulling prices from, this can be ignored unless you have changed prices since this purchase. Use the New Membership Program drop-down to select the level this customer is changing to. Click OK to move back to the order.

Locate the item you are changing the price of such as a ticket from adult to member and click directly on the price of that item.

The Effective Sale Date is the date you are pulling prices from, this can be ignored unless you have changed prices since this purchase. Use the drop-down menu to select the new price of this item from those you have active. Click OK to return  to the order screen.

Check the box next to the tickets being forwarded then click the Forward Tickets button on the order action bar.

On the Forward Tickets window select how these are being forwarded from the drop-down at the top. The Forward Tickets To field is where you choose the recipient of these tickets, you can use the Add/Edit Contact button to search for or create new customer records as needed. Click OK to commit this change, you will now see this reflected under the delivery column.

Select the item being refunded in the cart area to open it further in the itemization window.

On the itemization window select the items being refunded individually which will turn them red and put a strike through that item as you select them. Use the Accept button to commit these changes.

The change will be reflected in the cart summary and the refund amount will be shown in the order summary. Click Enter Pmt to select your refund method.

Use the Choose Method drop-down to select how to are issuing this refund. You will find a card with last 4 on this list if that was the method of payment and it was less than 60 days ago. Outside of that window the options are usually limited to check and cash. Click Proceed to save all your changes to this order.

You will be given the option to print a receipt if that type of printer is detected.

Select the item being returned in the cart area to open it further in the itemization window.

On the itemization window select the items being returned individually which will turn them red and put a strike through that item as you select them. Use the Accept button to commit these changes.

The change will be reflected in the cart summary and the refund amount will be shown in the order summary. Now add the item/s this customer is receiving as the exchange.

From here add the desired item and then click Enter Pmt to either process the refund or take payment if the new items result in a price increase. Orders that balance still need you to click Enter Pmt to save your changes but will not ask about payment before finalizing and turning orange.

From the Ord Search screen you can resend any of the details about that order. To resend the confirmation use the button thaat looks like an @ symbol.

Click Action on the menu bar and select Change Delivery.

You will be warned if the items you are changing have already been fulfilled, click All to bypass this message and continue if it appears.

For items with a delivery method you will be given the option to change it on the change Delivery Method window. Use the drop-down menus to make all of your changes and click OK to save them.

After making your changes click Enter Pmt to save them. If you added a charged delivery method you will now have to take payment otherwise, this order will save and turn orange like usual.

This only works on orders which have been marked as BoxOffice sales and will not work on an order with a customer already attached. Click Search to find or add the customer being attached to this order.

Search for and select the customer you are adding to this order or use the Add New button to create a new account. Accounts marked with an * have previous sales.

You will now have a customer on this order but must make a money change before you can save the order, adding a catalog item or donation and then refunding it on a following transaction is the usual method.

Changing a membership level from the PoS is a simple exchange that will result in the new membership starting today not from the day of the original purchase. To upgrade a membership without changing the number or date of purchase you should perform this action in Admin Sales.

Select the item group in the basket to open the individual item window.

Click the Change Price button, if these have already been fulfilled you will have to click all and resend these tickets once you are done making changes.

Use the drop-down menus next to the items you are changing the price of and click OK to save your changes.

Continue with the order and either collect payment or process a refund to save the changes.