Financial Management
Where do I see my payments?
Payments are by Department, not by Organization. 1. Log in and navigate to your department. 2. Under the Reports header, click PAYMENT LEDGER. And you're done! This page will show all past payouts by check. Want to see more details about specific ...
How to run a Sales Tax Report
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 the top right. ...
How do I to exclude Items, Packages, or Tickets from Sales Tax?
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. 1. Log in ...
How do I charge sales tax?
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 by default ...
How to setup Direct Deposit via Stripe Connect
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. event-based or ...
How do I get paid?
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 sales! You need to ...
How do I run a sales report?
Sales reports, or "revenue reports", will be found within each event, item, package, and campaign. Event Sales Report Item Sales Report Package Sales Report Donation Campaign Sales Report Event Sales Report 1. Log in and navigate to your department. ...
What are my payout options?
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 Payment via ACH ...
How to set up ePayments
Electronic payment is not direct deposit; e-payments should reach your account in a couple of business days following the closing of your event. This option is currently available for US accounts only. 1. Log in and navigate to the Organization ...
How do I set up my check payment?
1. Log in and navigate to the Organization Dashboard via the gear on the top right. Only organization administrators can access this page. 2. Under the Financial Management header, click the expander next to Balances and Payments and click PAYMENT ...
Do you charge us a fee for reprints?
No! 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 from their ...
What is a chargeback?
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 $15). On your behalf, BookTix ...
Can I request payment before my event is over?
Yes! We offer an 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 payouts ...
Popular Articles
How to Process a Transaction Using the Point of Sale Tool
Processing a transaction in the point of sale tool is very similar to the experience of the customer purchasing a ticket. 1. Log in and navigate to your department. 2. Click the $ from the left side functions bar. 2. Find the event and date, or the ...
What is a chargeback?
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 $15). On your behalf, BookTix ...
Pre-printing Tickets to Sell at the Door
You are not able to print unassigned tickets because each seat has an assigned ticket. If you wish to pre-print tickets, you will need to use the Point of Sale tool to "book an order" of tickets, which you could then sell as cash.
Alternatives to Scanning
Instead of scanning, you can rip stubs on hard tickets and collect online tickets, or download and print out a list of all purchased tickets to verify purchases. To keep track of attendance without using a scanner as patrons enter, use the manual ...
How to Turn Off a Date
1. Log in and navigate to your department. 2. Under the Box Office header in the left side bar, click EVENTS. 3. Click EVENT MANAGER next to the event. 4. Click DATE MANAGER along the top bar. 5. Click the date box of the date you wish to update. 6. ...