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 ...
Ticket Reprints
⏱︎ 30 seconds If you need to reprint a customer's ticket, you can do so from their order. We don't charge you a fee to reprint a ticket that someone purchased online, so if someone comes without their ticket, you can look up their order and print it ...
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
Bulk Customer Import
⏱︎ 1 minute Bulk Customer Import allows you to invite customers to create login accounts. This is helpful if you're new to using the system and need to import customers from an old account, if you have an email list you're looking to upload, and ...
Understanding Customer Accounts
⏱︎ 1 minute Customer accounts are where important customer details like purchase history, contact information, and customer notes and question answers are stored. It is also where you can access and affect past customer orders, like if you needed to ...
Point of Sale Custom Views
⏱︎ 2 minutes Point of Sale Custom Views allow you to reorganize your Point of Sale tool, where you can sell from your administrator site, to your own custom layout. Create a Custom Point of Sale View 1. Access the Point of Sale tool via the blue $. ...
Convert a Guest Customer into a Login Account
⏱︎ 1 minute This function allows an Administrator to invite a customer who used Guest Checkout to convert to a login account right after an order is completed or later on directly in the order itself. Converting a Guest order into a Login Account: ...
Creating and Using Upsells
⏱︎ 3 minutes This function allows you to suggest relevant events, items, packages, or sponsorships to your customers during checkout. You can choose to recommend something when only specific items are in the cart, or can choose to always recommend ...