Financial Management
Seeing your Payments
⏱︎ 30 seconds Payments are by department, not organization. Below find steps to view department payments done by Check or ACH Epayments. If you are receiving payment via Stripe Direct Deposit, you will need to log in to your Stripe account to view ...
Running a Sales Tax Report
⏱︎ 1 minute You must have set up a Sales Tax rate in your BookTix account on one or all of your departments, and completed transactions, in order to run a Sales Tax Report. 1. Log in and navigate to your Organization Dashboard via the gear icon on ...
Excluding Items, Packages, or Tickets from Sales Tax
⏱︎ 1 minute You can mark anything for sale in your BookTix account as Tax Exempt to exclude it from your tax rate. You must have set up a Sales Tax rate in your BookTix account on one or all of your departments in order to mark things as Tax Exempt. ...
Charging Sales Tax
⏱︎ 1 minute You can opt to charge and track sales tax on transactions. When using option, taxes are charged on all orders, but options are available to add exceptions to specific departments and mark things as tax exempt. This is not tax advice, and ...
Setting Up Direct Deposit via Stripe Connect
⏱︎ 4 minutes Stripe Connect is a direct deposit payout option that allows you to opt for daily, weekly, or monthly deposits directly to your Stripe account, setup through your BookTix account. If you require your payouts to be specific (i.e. ...
Getting Paid
⏱︎ 30 seconds Getting paid requires 2 steps: 1. Set up Check or ePayment via BookTix, or Direct Deposit via Stripe 2. Close Sales Any time after, unless you would like payment to go to a new location, you can skip right to step 2- closing event ...
Running a Revenue Report
⏱︎ 3 minutes Revenue reports will be found within each event, item, package, and campaign. Event Revenue Report Item Revenue Report Package Revenue Report Donation Campaign Revenue Report Event Revenue Report 1. Log in and navigate to your ...
Payout Options
⏱︎ 30 seconds BookTix currently offers three payout options for US clients: 1. Check Payment by Mail Check Payment by Mail will send you a paper check that can then be deposited to a bank account or cashed. 2. Electronic Payment via ACH* Electronic ...
Setting Up ePayments
⏱︎ 1 minute In order to receive payment, you can choose from a Check, an Epayment, or a Direct Deposit via Stripe. For information on other options, view this tutorial. Electronic payment is not direct deposit; e-payments should reach your account in ...
Setting Up Check Payments
⏱︎ 1 minute In order to receive payment, you can choose from a Check, an Epayment, or a Direct Deposit via Stripe. For information on other options, view this tutorial. 1. Log in and navigate to the Organization Dashboard via the gear on the top ...
Fees for Ticket Reprints
⏱︎ 30 seconds We don't charge you to reprint a ticket that someone purchased online, so if someone comes without their ticket, you can look up their order and print it for them to be scanned. If you need to reprint a customer's ticket, you can do so ...
Chargebacks
⏱︎ 30 seconds Chargebacks are when a patron calls their credit card and disputes their bill for tickets purchased, a chargeback is instituted. For the chargeback initiation, BookTix is charged a fee by the bank which we pass on to you (currently ...
Requesting Payment Prior to Event Closing
⏱︎ 30 seconds We offer advanced payouts by request. This can be sent prior to your event closing, and 20% of your balance will be reserved for any refunds/charges that may be needed. We are happy to send one early payout, and any additional early ...
Recent Articles
Requesting a New Seating Chart
⏱︎ 30 seconds Currently, all seating charts will be made through the BookTix team. Please fill out this form and we can set up a new chart for you. Additionally, you can find this form by navigating to your department, then on the left side menu, go ...
Adding a New Ticket Plan
⏱︎ 2 minutes <span class="size" style="font-size:16px;line-height:normal">&amp;lt;span class=&amp;quot;size&amp;quot; ...
Closing Sales
⏱︎ 3 minutes You need to close sales in order to get paid, and will not be able to issue refunds or exchanges once closed. Event Sales Packages, Items, Donation Campaigns, or Sponsorships Sales Event Sales 1. Log in and navigate to your department. ...
Setting Online Sales Closing Time
1. Log in to your account and navigate to your department. 2. Under the Settings header, click DEPARTMENT SETTINGS. 3. Edit field next to "What time would you like sales to auto-close before each event date?" 4. And you're done!
Using Different Ticket Plans on Different Dates
⏱︎ 1 minute 1. Create both ticket plans. 2. Add your event. Select whichever ticket plan will be used most often. 3. On the left side menu, go to Box Office Manager → EVENTS. 4. Click EVENT MANAGER next to your event. 5. Click DATE MANAGER. 6. Click ...