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15. "Split" payments may be paid by check, part cash, part credit card, part coupon, and part from account credit balance. 16. Include a receivables tracking mechanism to track customer balances, aging accounts receivable and provide reports for payments due. 17. Ability to support Ticket Purchase Transaction Refunds via Credit Card transaction refund and Infer Lawson general ledger transaction reversal. 18. For mass refund transactions (refunding fees for multiple customers), staff can refund: a. Entire ticket/reservation fee b. Part of the fee 19. Allow incomplete payments and create a payment plan for the customer for reservation bookings. 20. If there are any payment plan payments on a receipt, allow for additional text to be added to the bottom of the receipt, above the receipt notes, giving the receipt number and payment plan balance on each payment plan paid against on the receipt. 21. Ability to post adjustments to the customer's account balance. 22. Ability to produce customer invoices and/or statements with user -defined levels of detail. 23. Ability to produce a cash summary sheet (cash count discriminated by currency/coin denomination) that lists payment types and/or denomination amounts so that the SAZOO staff can specify how much of each payment type or denomination is in the cash drawer at the end of the shift. 24. Ability to track and audit cash summary averages/shortages. 25. Display identity of staff that voided a transaction on the receipt. Marketing and Outreach Zoo staff would like to utilize data captured in the system to understand their customer and membership base and then provide marketing information to these patrons on a regular basis. Any tools to assist in this process are desired to make staff activities as efficient as possible. The outreach portion of the ticketing system capabilities should include, but not be limited to, all of the following: 1. Mass email functionality to market to and distribute information to current and past customers, based on filters by interest or past activity. 2. Allow email to be sent directly from within the system to one or many individuals, accounts, companies, etc. in text or HTML with the possibility of attaching documents or photos (integration with a third -party tool is acceptable). 3. Ability to set up subscription lists, whereby customers elect to subscribe to particular mailing or communication groups that are used to send regular email or postal mail communications to customers. 4. Allow both staff and customers to manage subscription lists. 5. Allow customization of mass email style templates. 6. Ability to create mailing labels for specific customer groups. 7. Ability to send SMS or text messages to mobile devices through a designated group of recipients via the system. 8. Have an automated link from ticket sales or reservations to surveys; once a guest has visited the Zoo, a survey is automatically sent. City of Santa Ana RFP 22-008 Page 19