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Settle an event from the admin

Summary: Use Settle event in an event card's actions menu on the Event Calendar to enter attendance, choose retainees and payout type, review the financial summary, and submit the settlement — without a POS device.

Settling an event usually happens on the POS at the end of the night, but you can also do it — or correct it afterwards — from your Shopify admin. Both surfaces create the same settlement record and trigger the same signed PDF, so use whichever is at hand.

Before you begin

  • The event needs a venue — it becomes the settlement location. If none is assigned, a banner reads This event has no venue assigned. Assign a venue before settling — it becomes the settlement location.
  • The event needs venue splits and card fees configured. If they're missing, a banner reads This event is missing venue splits and card fees. Configure them on the event before settling. Set them on the Event Calendar.
  • For how the signed settlement PDF is produced, see Settlement signatures and PDF.

Steps

  1. On the Event Calendar, click the event's day, then open the event card's actions menu (⋯) and choose Settle event.
  2. Review the Financial summary — orders, gross sales, card fees, adjusted gross, sales tax, cash and card payments, and the resulting Event partner payout and Venue payout. The payouts recompute as you change the selections below.
  3. Enter Paid attendance.
  4. Choose the retainees and payout: Tax retained by and Card fees retained by (Venue or Artist), and the Payout type (Cash, Check, or To follow). See the Fees, splits & payouts hub for what these mean.
  5. Fill in both signer blocks — Event partner signer and Venue signer, each with a Name and Email. The signature request is sent to these addresses.
  6. Click Submit settlement. A Settlement submitted toast confirms and the modal closes. All fields above are required — the button stays disabled until they're filled.

Notes

  • An event has at most one settlement. Opening Settle event on an already-settled event loads the existing record, and the button reads Update settlement (toast: Settlement updated).
  • The admin modal condenses the review into the Financial summary card. For the per-product revenue, comps, card-fees-by-type, and inventory-transfer breakdowns, use the Settle event tile on the POS — both write the same record.