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
Understanding Program Ad Data
⏱︎ 2 minutes Program Ads are a way to sell advertisements for your event through the BookTix system. It can allow customers to directly upload their designs, as well as choosing specific sized ads. First, set up your program ads. This tutorial will ...
How do I purchase a Program Ad?
⏱︎ 2 minutes 1. Go to the customer site of the organization for which you are purchasing (for example, demo.booktix.com). 2. Log in to your existing account, create a login account, or if the organization has it as an option, you can proceed with a ...
Creating a Program Ad
⏱︎ 3 minutes Program Ads are a way to sell advertisements for your program booklet right on the BookTix platform. There are templates or you can create your own from scratch, which lets you set sizes, ask your customers questions, and allows them to ...
Enabling Two-Factor Authentication
⏱︎ 2 minutes Depending on your BookTix account's requirements, follow the steps below to enable Two Factor Authentication (2FA) at login. Why am I being prompted to enable 2FA? Your Organization Admin has turned on this requirement for your account. ...
Two-Factor Authentication Options
⏱︎ 2 minutes Learn more about Two Factor Authenticaion (2FA) and the benefits of enabling this in your BookTix account. Review your options and how you can require this for admins on your accounts. Access Level: Only Organization Administrators can ...