Promo code, counter, refund and add-on figures
On Growth and Scale the reports also show which promo codes were used and what they gave away. They show what each seller collected at the counter by cash, UPI and card, and what was paid back. They also show what add-ons sold and were handed over.
PLANSFrom Growth
The problem it solves
- Nobody can say whether the early-bird code brought sales or just gave away money.
- The cash at the counter does not match, and nobody knows which seller to ask.
- Refunds are paid out but never show up against the event's money.
How it works
- Open Events > Reports > Promo Codes Used: the sales of each code with the discount given.
- Open Counter Collections: what each seller took, by day and by cash, UPI and card, less what they paid back.
- Open Money: what was collected, paid back and the fee kept on refunds, with the add-ons apart.
- Open Add-ons: sold, held, given back, handed over and still to hand over, by add-on and option.
Everything it does
Promo Codes Used
- The Sales report by code: sold, held, cancelled, amount and discount given
- On the event, each code also shows Used and Discount Given
- A pivot table or a list
Counter Collections
- Collected, paid back and net, by seller and by cash, UPI and card, per day
- Received is what was sold less what was paid back from that counter
- The day's closings are under Events > Counter > Closings, with what each seller declared
- A pivot table or a list
Refunds in Money
- Paid Back and Fee Kept on Refunds beside Collected, and Collected less Paid Back
- Only refunds that are done count; payments after the hold or paid twice are not counted as the event's money
- The tax paid back comes off the tax
Add-ons
- Sold, held, given back, handed over, to hand over and the amount
- By event, session, add-on, option, day, online or counter, and seller
- Add-ons with tax as their own column in Money
- Organisers also have Add-ons Bought (filter To Hand over) and Handed over
Who uses it
Event organiserChecks which codes worked and what is still to hand over.
Event managerChecks each seller's collection against their closing, and the refunds.
AccountantReconciles counter cash, UPI and card, and the refunds paid.
Where you use it
- Web: Events > Reports > Promo Codes Used, Counter Collections, Money and Add-ons
- Web: Events > Counter > Closings; Events > Add-ons > Add-ons Bought and Handed over
- Not built: your gateway's own charges in the money figures
What you control
Settings
- Nothing to set; the counter journals for cash and UPI or card are set once under Events > Configuration > Tax, Journal and Hold
Notifications
- Counter Closing with a Difference: to the organisers of the events sold and the event managers, when a seller's declared amount differs. In the app and by email
Questions
Can I see what one seller collected yesterday?
Yes. Counter Collections groups by seller and day, split by cash, UPI and card, less what they paid back.Are refunds taken off the money collected?
Yes. Money shows Collected, Paid Back, the fee kept and Collected less Paid Back.Does a promo code reduce add-ons?
No. A code takes nothing off add-ons, so the add-on figures are at full price.Is the closing difference flagged?
Yes. When a seller declares a different amount, the organisers and event managers are told, and the closing shows the difference in red.Related features
REPORTSSales, money and attendance reportsSee what sold, what was collected and who came, by event, session and ticket type. Each event also has a Figures tab with what is left, and organisers see only their own events.SELLINGPromo codesHand out codes such as EARLY10 or STAFF200 for a percentage or an amount off. Each code can have dates, a number of uses, a limit per buyer and its ticket types. You see what each code gave.SELLINGCounter sales at the venue and the day's closingSell tickets at the venue or the school office, by cash, UPI or card, from the same count as the website. At the end of the day each seller declares what they took, any difference is explained, and a manager confirms.FANS AND SEATINGCancellations and refunds within your termsYou set the refund terms per event: not refundable, or refundable until some hours before the session, less a fee you keep. Buyers cancel by themselves within them; event managers can refund any time, to the original payment or by hand, from one Refunds list.SELLINGAdd-ons sold with a ticket: meals, parking, merchandiseSell food coupons, T-shirts in sizes or parking with the tickets. Each add-on has its price, tax and limit. It is handed over once at the event, against the QR of any ticket of the order.
See your next event on it.
Tell us what you are running, how many people come and how you sell today. We will set up the event with you on SmartMy Events.