Following up sales: dashboard, sales, invoices and refunds
Everything you sold, online, at the Box office or in the back office, is followed up in the event. Below is what you find where and how to read the figures.
The event Dashboard
- Key figures: sold compared to capacity, revenue incl. VAT, received and outstanding.
- Action needed: manual sales awaiting payment, online payments not completed, sales to invoice later, tickets not sent yet and refunds in progress. Click a line to go to the right list.
- On the day, from the day of the event: scanned and not yet in.
- By category: per ticket type the quantity, excl. VAT, VAT, incl. VAT, paid and to be paid. The bottom line is the total.
Sales: one card per buyer
Under Sales shows every buyer once, alphabetically, with the total and the status. Click the card to see the tickets.
- Above each ticket is the category, on the right the price incl. VAT and below it the amount excl. VAT.
- If someone bought more than once, the card shows e.g. 3 sales. Expanded, you see the date, the number of tickets and the amount per sale, each with its own ⋮ menu.
- Filter Category: e.g. only hospitality.
- Filter Payment status: Paid, To be paid or Refused.
- Via the funnel at the top right you can also filter on Contact, Ticket and Tickets sent (To be sent, Sent or No tickets). That way you see straight away who has not received their tickets yet.
The ⋮ menu offers Detail, Show tickets, Add tickets, Invoice and Send tickets. What is not possible is not shown: you cannot change a sale paid online or at the Box office, for example.
Not completed
The tab Not completed shows online payments that were started but not paid: open, expired or cancelled. You see the buyer with e-mail and phone, the number of tickets, the amount and until when the places are held. Bought later means that this buyer paid after all. You can contact the others.
Invoices and refunds
- Invoices: all invoices and payment receipts of the event, the most recent at the top. You can search, filter and download. Click the number to open the invoice.
- Refunds: the refunds of online tickets and their status.
Reading amounts
| What | How |
|---|---|
| Incl. or excl. VAT | Everywhere you see the amount incl. VAT, with the amount excl. VAT below it. Dinners and hospitality often have 12 %, tickets 21 % or 6 %. |
| Free | An invitation counts as 0 in the revenue. The price per ticket stays visible. |
| Refused | Does not count in the totals. |
| By category | The total is the sum of the amounts you see in the list. An invoice calculates the VAT per rate on the total, so an invoice can differ by a cent. |
Coming from the previous Clubwise?
| Before | Now |
|---|---|
| Attendees tab, one row per buyer | Sales: one card per buyer |
| Category column | Category below the name and above each ticket, plus Category filter |
| Tabs Paid/Pending, Not paid, Refused | Payment status filter and Not completed tab |
| Total excl. VAT for manual tickets | Amount incl. VAT, excl. VAT below it |
| Adding up yourself | Dashboard, By category |
| Pencil | ⋮ menu, Detail |
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