Overview: Post Event Reporting and Order Management

In this article, you’ll learn how to manage open (unpaid) orders after your event and create or review custom reports for your event site. It provides an overview of the tools available on the Orders page to review unpaid orders, collect remaining payments, and issue refunds.

The article also explains how to process payments using stored credit cards—including bulk processing options available to eligible subscribers—along with how to issue refunds and print or email receipts.

Additionally, you’ll learn how to use the Self Check-Out feature to collect payments on orders without stored cards, and how to leverage live reporting tools to track sales, payments, order status, and post-event performance.

What You Need to Know

Once your event has concluded, you'll use the more robust tools available on the Orders page to:

  • View unpaid (open) orders
  • Make corrections
  • Collect remaining payments 

Every sale transaction recorded in the software is captured in an order. It is fairly common for a guest to have multiple orders. (Once an order is paid, a new transaction opens a new order.)

From the Orders page, you can use the Common Filters and Advanced Search filters to view open and partially paid orders, as well as any that are owed a refund.

Unpaid or overpaid orders need to be reviewed and "managed"  to either correct the purchases made or apply a payment/refund to bring the balance to $0.

If the guest has a stored credit card, it can be selected and processed to close out the order.  Acorn, Plus, and Professional subscribers have the option to bulk process stored credit cards on all (or selected) open orders.  

Refunds can be processed against the guest's credit card, whether it is stored or not.

Once the payment is applied, a receipt can be printed or emailed from the Orders page.

If there are open orders without stored cards available, you can use the Self Check-out feature to email the guest. They will be able to review their order, pay, and generate a receipt online.

Live reporting provides up-to-date numbers on Sales, Payments, and Order Status, as well as a variety of readymade follow-up reports for detailed sales analysis by buyer, item, type, and venue.

How to Get it Done