Finance

The Finance section of the event dashboard covers revenue, payouts, refunds, and ticket transfers.

Finance overview diagram

Image placeholder: Finance section of sidebar or Revenue Overview page with summary cards (e.g. total revenue, tickets sold). Add screenshot when ready.

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Revenue overview

• Where: Event dashboard → Revenue Overview (or Revenue).
• What: Summary of revenue and sales for the event: total revenue, breakdown by category or time, and related metrics.
• Use it for: Understanding how much was sold and how revenue is split (e.g. by ticket type or addons).

Image placeholder: Revenue Overview page with total revenue, breakdown table or chart, and date range. Add screenshot when ready.

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Payouts

• Where: Event dashboard → Payouts.
• What: Payout history and status for the event (or organization). Shows when payouts were made or are scheduled and the amounts.
• Use it for: Knowing when you get paid and reconciling with your bank or accounting.

Payout rules (schedule, minimums, fees) are typically set at the organization level; check your organization settings or contract for details.

Image placeholder: Payouts page with list of payouts (date, amount, status). Add screenshot when ready.

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Refund management

• Where: Event dashboard → Refund Management (or Refunds).
• What: List of refund requests from attendees. You can approve, reject, or process them according to your policy.
• How: Open a request, review the reason and order details, then approve or reject. Approved refunds are processed according to platform and payment settings; the attendee is notified.

Set your refund policy in your event description or policy text so attendees know the rules.

Image placeholder: Refund Management page with list of requests (attendee, order, amount, status) and Approve/Reject actions. Add screenshot when ready.

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Transfers

• Where: Event dashboard → Transfers.
• What: Ticket transfer requests: attendees can request to transfer their ticket to another person if you enabled Allow transfer ticket in Setup & Settings. You can set a transfer fee (percentage or fixed).
• How: View incoming transfer requests and approve or reject them. Once approved, the new attendee receives the pass and the original attendee is no longer the holder.

Image placeholder: Transfers page with list of transfer requests (from, to, ticket, status). Add screenshot when ready.

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For fee and transfer settings, see Setup & Settings.