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1. Introduction

This guide covers common SimpleTix tasks including:

• Accessing and searching for orders
• Managing e‑tickets (download as PDFs and resend)
• Viewing, exporting, and tracking order details (including refunds and payment declines)
• Troubleshooting Square integration issues
• Embedding SimpleTix events on your website using various widget options
• Differentiating between the SimpleTix Organizer and Easy Entry apps

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2. Accessing and Searching for Orders

• Log in to your SimpleTix Manager via the Manager portal.
• Use the search field and filters (by email, order ID, last 4 digits of the credit card, etc.) to quickly locate the order you need.
• Once familiar with the search process, the same steps apply to all order-related tasks.

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3. Managing E‑tickets

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A. Downloading a PDF Version of an Order’s E‑tickets

1. Locate the order using the login and search process above.
2. Click on the order, then click the Action button at the top right and choose View E‑Tickets.
3. With the e‑tickets displayed, use your browser’s print-to-PDF feature:
   • In Chrome, select Print then choose Save as PDF.
   • On Windows, use Microsoft Print to PDF.
   • On macOS, utilize the native PDF export option.
4. Alternatively, select your dedicated PDF printer tool to save the file.

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B. Resending an Order’s E‑tickets to the Customer

1. Locate the order in the SimpleTix Manager.
2. Click Action at the top right and select Send E‑Tickets & Receipt.
3. Enter the customer’s email address and click Send to confirm.

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4. Managing Orders

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A. Viewing All Orders and Applying Filters

• Navigate to the Orders page via the top menu or directly using this link.
• Use filters (such as time frame and order status) and search options to view all orders easily.

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B. Exporting Your Orders

• On the Orders page, set your filters as needed (default selections might include “Last 30 days” and “Order Complete”).
• Click the Export Order List button.
• Depending on your order volume, you may receive the file via email or access it via the Download Center.

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C. Viewing Transaction Details and Handling Payment Issues

• Open the order and click the Transaction Details tab to view actions such as the initial purchase and any refund entries.
• For declined payments, the bank’s response (or a generic decline message) is displayed.
• For disputes or unclear messages, cross-reference with your Square account (if integrated) and contact SimpleTix Support if needed.

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D. Confirming Refunds

• In the Transaction Details section, look for a refund action; note that in partial refunds, some tickets might remain valid.
• You can also verify refunds by accessing the Refund Report under More Reports in Order Management.

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E. Generating an Order Summary

• Open the order and click Action at the top right, then select Print Order Summary.
• This generates a detailed summary of order information that you may print or save.

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5. Square Integration & Payment Troubleshooting

• SimpleTix integrates with Square for processing payments.
• If a payment is declined:
  • Review the Transaction Details for bank messages (or a generic decline message).
  • Ensure your Square account is correctly linked and that payment settings are up to date.
  • Consult Square’s troubleshooting documentation or contact SimpleTix Support if issues continue.

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6. Editing Order & Attendee Info

• To edit Order or Attendee details, click the Action button and then select “Edit Order” to edit the order details or “Edit Attendee Details” to edit the details associated with an attendee (i.e., Attendee Phone, Attendee Email, Attendee Name), any custom attendee questions, or see their selfie / waiver