Payment Manager

The Payment Manager is where you'll setup scheduled automations to send out Message Manager emails with links to Flex2 Payment Forms for unpaid orders in Tessitura. 

You can find the Payment Manager in the right hand menu.
Every organization may have different Payment Manager Automations based on their needs and requirements.

In the sample below, here are 3 different automations scheduled.

  1. Group Sales
    This is going out to tour operators to pay for unpaid group sales orders they placed over the phone.
  2. Summer School
    This is going out to pay for an unpaid order of a teacher that created a reservation for a summer school event. The teacher can forward the link to a school executive to make the payment.
  3. Subscription Renewal
    This is going out to Season Ticket Subscribers to pay for unpaid subscription orders along with an optional add-on donation and/or a suggested donation amount.

Payment Manager Configuration
Click the edit icon to make edits to the settings. Once you complete the 8 step configuration, which only takes a minute, you can preview and proof the results.

Step 1: Name the Payment Manager Trigger
Give the Payment Manager a name


Step 2: Add the Tessitura Stored Procedure Details

  • Stored Prodecure ID
    Enter the ID number of the Tessitura Local Procedure that you want to the automation to execute. We will provide you with a Local Procedure that you can install and customize as needed. This customization will need to be done by your Tessitura DB Administrator. You can find the ID of the Local Procedure in the TR_Local_Procedure table in the Id column.
  • Mode of Sale
    Enter the ID for the Mode of Sale that is being used for the orders that apply to this Payment Manager Automation. This parameter will be passed into the Local Procedure. This will help segment the orders that will be pulled through the Local Procedure.
  • Days Ahead
    Enter the number of days ahead that you want the procedure to look for orders that are due. This parameter will be passed into the Local Procedure. We honor the billing schedule that is created on the order. On the 20th, this order would be picked up if the Days Ahead value of 7 was entered since the due date is on the 27th.


Step 3: Choose the Frequency to run the Tessitura Stored Procedure

  • Interval
    Select Daily, Weekly, or Monthly from the drop down menu. This refers to how often you want the Payment Manager Automation to run.
  • Day of Week
    If you select Daily, there are no options. It will run every day.
    Weekly allows you to choose the day of the week. It will run once a week.Monthly allow you to choose the day of the month. It will run once a month.

Step 4: Choose the Time of Day to run the Tessitura Stored Procedure
Using the time selector you can schedule down to the minute of any hour.

Step 5: Select the Flex2 Payment Form to use
This is the Flex2 Payment Form that will be presented to the payee when they click on the link for payment.

Step 6: Select the Message Manager Email to deploy

This is the Message Manager email that will be deployed to the payee as a reminder that they have unpaid order(s). This email will contain link(s) to each unpaid order. These links will use the Flex2 Payment Form selected in Step 5 of this setup.


Step 7: Add a Description of this Trigger
Enter a description of why this automation was created so you and other coworkers will have a reminder of exactly what this is doing.

Step 8: Add Notification Email Addresses
Enter the email addresses of anyone you want to receive notification for when the automation runs along with the results. 

Preview the qualifying orders
Select the (blue) magnifying glass for the Payment Name you want to preview

The preview will pop up.

Still need help? Contact Us Contact Us