Sell dinner tickets at the office

Take a ticket, table, sponsorship or ad order over the phone or at the office — paid now, charged to a saved card, or billed later.

Who does this: Office staff6 steps
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Before you start

  • An event with at least one item (see "Plan a dinner").
  • Your login can record gifts.
  1. 1

    Open the event

    Programs → "Events" → click the event.

    "New order" is under the items list.
  2. 2

    Pick the buyer

    In "New order" search for the person and click them.

    Search for the buyer.
  3. 3

    How many of each

    Next to each item type how many, e.g. 1 next to "Couple · $360.00".

  4. 4

    Guest names and ad wording

    Type "Guest names, one per line (optional)". If they bought an ad, type the "Journal ad wording". Seats without a name are listed as "Guest of …" (the buyer is the first guest).

    One guest per line.
  5. 5

    How it was paid

    In "Paid by" choose "Not yet — bill them (commitment)", "Cash", "Check" (add "Check #"), "Charity card / fund", "Zelle" or "Charge their saved card".

    Pay now, charge a saved card, or bill later.
  6. 6

    Save

    Click "Save order". You see "Order saved — $…". The order shows under "Orders" as "paid" or "billed", and the guests appear under "Guests & seating".

Tips

  • "Not yet — bill them" makes a commitment with a pay link — reminders and statements work as usual.
  • Click "paid" or "billed" next to an order to open the gift or the commitment.

If something isn't working

"They have no saved card — record it another way, or add a card on their profile first"

Save a card on the person's profile, or choose another "Paid by".

"Choose at least one ticket or item"

Every quantity is 0. Type how many next to at least one item.

"Choose who is buying"

Pick the buyer from the list before saving.

Related guides

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Sell dinner tickets at the office · Yahiv help · Yahiv