Overview: Post Event Reporting and Order Management

Once your event has concluded, you'll use the more robust tools available on the Orders tab to:

• View unpaid (Open) orders
• Make corrections
• Collect remaining payments 

Every sale transaction recorded in the software is captured in an order. It is fairly common for a guest to have multiple orders. (Once an order is paid, a new transaction opens a new order.)

From the Orders page, you can use the Common Filters and Advanced Search filters to view open and partially paid orders, as well as any that are owed a refund.

Unpaid or overpaid orders need to be reviewed and "managed"  to either correct the purchases made or apply a payment/refund to bring the balance to $0.

If the guest has a vaulted credit card, it can be selected and processed to close out the order.  Acorn, Plus, and Professional subscribers have the option to bulk process vaulted credit cards on all (or selected) open orders.  

Refunds can be processed against the guest's credit card, whether it is vaulted or not.

Once the payment is applied, a receipt can be printed or emailed from the Orders page.

If there are open orders without vaulted cards available, you can use the Self Check-out feature to email the guest. They will be able to review their order, pay, and generate a receipt online.

Live reporting provides up-to-date numbers on Sales, Payments, and Order Status, as well as a variety of readymade follow-up reports for detailed sales analysis by buyer, item, type, and venue.

• Cleaning Up Open Orders After Your Event - Start Here
• Editing And Closing An Order From The Order Page
• Processing Refunds from the Order Page
• Hiding Test and Empty Orders
• Using Self Check-Out Feature to Collect Payment on Orders W/O Vaulted Cards
• Reporting your Event Results