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Settlement signatures & the settlement PDF

Summary: A settlement is signed by both the artist/partner and the venue and produces a downloadable PDF that is the official record of the event.

Before you begin

  • The event must have card fees and splits configured, or the settlement can't be submitted.
  • You'll need a name and a valid email for each signer (the artist/event partner and the venue).
  • Attendance, retained-by choices, and the payout type must all be filled in.

How it works

The settlement is the official close-out of an event. It pulls together everything in this category — revenue by product, comps, card fees, splits, retained-by choices, the payout type, and paid attendance — and records the final amount due to each party.

Signers. Two parties sign a settlement: the Event Partner (artist) and the Venue. For each, you capture a name and email. Signing is handled through DocuSeal: the settlement is submitted as a document, and the signers it carries are the people who sign. The settlement stores a unique submission identifier so the signed document can be tracked back to the event.

The PDF. When the settlement is processed, the app generates a settlement PDF — the human-readable record showing gross, tax, card fees, adjusted gross, each party's cuts, the retained tax/fee lines, net amounts due, payout type, and paid attendance. This PDF is the artifact both parties keep.

Editing vs. submitting. A settlement can be saved and updated as you fill it in; the POS keeps a local draft and warns you about unsaved changes. Submission is blocked until all required fields are present (both signers' name and email, tax and CC-fee retained-by, payout type, and paid attendance), and until the event has its splits and card fees configured.

Where to configure it

In Shopify Admin

Settlements aren't created in Admin, but once one exists you can review it there: the Settlements list shows location, event, date, paid attendance, gross, the retained-by choices, and payout type, and you can Download PDF for the signed record.

On the POS

Create and sign the settlement on the Settle event screen. Pick the event, enter attendance, set the retained-by and payout type, then add each signer's name and email in the Signers section (Event Partner and Venue). Submit to record the settlement and generate the PDF; the signers receive the document to sign. See Settle an event for the full device walkthrough.