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Finance

The Finance section of the event dashboard covers revenue, payouts, refunds, and ticket transfers.

Finance overview diagram​

flowchart TB
  subgraph incoming [Incoming]
    Sales["Sales / registration"]
    Addons[Addon sales]
  end
  subgraph dashboard [Dashboard sections]
    Revenue[Revenue Overview]
    Payouts[Payouts]
    Refunds[Refund Management]
    Transfers[Transfers]
  end
  Sales --> Revenue
  Addons --> Revenue
  Revenue --> Payouts
  Refunds --> Revenue
  Transfers --> Revenue

Image placeholder: Finance section of sidebar or Revenue Overview page with summary cards (e.g. total revenue, tickets sold). Add screenshot when ready.

Revenue overview​

  • Where: Event dashboard → Revenue Overview (or Revenue).
  • What: Summary of revenue and sales for the event: total revenue, breakdown by category or time, and related metrics.
  • Use it for: Understanding how much was sold and how revenue is split (e.g. by ticket type or addons).

Image placeholder: Revenue Overview page with total revenue, breakdown table or chart, and date range. Add screenshot when ready.

Payouts​

  • Where: Event dashboard → Payouts.
  • What: Payout history and status for the event (or organization). Shows when payouts were made or are scheduled and the amounts.
  • Use it for: Knowing when you get paid and reconciling with your bank or accounting.

Payout rules (schedule, minimums, fees) are typically set at the organization level; check your organization settings or contract for details.

Image placeholder: Payouts page with list of payouts (date, amount, status). Add screenshot when ready.

Refund management​

  • Where: Event dashboard → Refund Management (or Refunds).
  • What: List of refund requests from attendees. You can approve, reject, or process them according to your policy.
  • How: Open a request, review the reason and order details, then approve or reject. Approved refunds are processed according to platform and payment settings; the attendee is notified.
sequenceDiagram
  participant Attendee as Attendee
  participant Refunds as Refund Management
  participant You as Organizer
  Attendee->>Refunds: Submit refund request
  Refunds->>You: Request appears in list
  You->>Refunds: Approve or reject
  Refunds->>Attendee: Notified of decision
  Refunds->>Refunds: Process approved refund

Set your refund policy in your event description or policy text so attendees know the rules.

Image placeholder: Refund Management page with list of requests (attendee, order, amount, status) and Approve/Reject actions. Add screenshot when ready.

Transfers​

  • Where: Event dashboard → Transfers.
  • What: Ticket transfer requests: attendees can request to transfer their ticket to another person if you enabled Allow transfer ticket in Setup & Settings. You can set a transfer fee (percentage or fixed).
  • How: View incoming transfer requests and approve or reject them. Once approved, the new attendee receives the pass and the original attendee is no longer the holder.
flowchart LR
  Attendee["Attendee requests transfer"] --> TransfersList["Transfers list"]
  TransfersList --> You["You approve or reject"]
  You --> NewAttendee["New attendee gets pass"]

Image placeholder: Transfers page with list of transfer requests (from, to, ticket, status). Add screenshot when ready.

For fee and transfer settings, see Setup & Settings.