Settle an event

Summary: Use the Settle event tile at the end of the night to enter attendance, choose retainees and payout type, review revenue and comps, capture both signatures, and submit the settlement.

Before you begin

• Advance the event first. Settlement needs venue splits and credit card fees defined — if they're missing, a banner reads Define splits and/or credit card fees for this event before saving a settlement and Submit stays disabled.
• All eight required fields below must be filled before you can submit.
• For how the signed settlement PDF is produced, see Settlement signatures and PDF.

Steps

1. Tap the Settle event tile (subtitle: Event financial settlement) and confirm the event (Change event if needed).
2. Enter Attendance (paid attendance). Orders and Revenue per head update at the top.
3. Under RETAINEES, set who retains each amount and how the artist is paid:
   • Tax — retained by Venue or Artist.
   • Card fees — retained by Venue or Artist.
   • Payout type — Cash, Check, or To Follow. See Retained-by and payout types for what these mean.
4. Review the read-only breakdowns:
   • Settlement by category — gross, sales tax, credit card fees, adjusted gross, party cuts, and amounts due.
   • REVENUE BY PRODUCT — quantity and revenue by product/variant.
   • Credit card fees — fees by card type.
   • INVENTORY TRANSFERS — In / Add / Out by product/variant.
   • COMPS — comped units by product/variant.
5. Under SIGNERS, capture each signature. Tap Event Partner (artist) and Venue to open the signer view, enter the signer's Name and Email, and save. Use Back to return.
6. Tap Submit. A Settlement submitted (or Settlement updated) toast confirms. If a required field is empty, a toast lists what's missing — required fields are Tax Retained By, CC Fee Retained By, Payout Type, Paid Attendance, Event Partner Name and Email, and Venue Name and Email. Use Clear to revert unsaved edits.