The Payments tab in an Event contains information about purchases and Products. It also allows you to create, re-use and edit Products.
The default view for the Payments tab is the Products View which provides information about all the Products associated with the current Event. This includes the name of each Product, what portion of the Event it is associated with (e.g. Event or Activity), amount or price of each Product, whether Invitees are required to purchase the item or not, and the purchase limit per person. Additionally, if the organizer presses the "..." icon under the Actions column for a particular Product, they can Edit or Delete the selected item.
The following screenshot shows the View set to Products and an empty Products table for this sample Event. The organizer can add a product to this Event by clicking the "+ New Product" button on the right.
Reminder that in order to create Products and accept payments within Eventene, the account owner must link a Stripe account to their Eventene account. See the article Linking a Stripe Account for further details.
Adding a Product
At the top of the table, organizers can use the search bar to locate specific Product, change the number of displayed Products per page, and create new Products with the "+New Item" button. The organizer can choose whether to create a new Product "from Scratch" or re-use a one from a previous Event by selecting "Use an Existing Product".
Clicking on the gear icon at the top left of the table will open the Payment Settings side panel. Here the account owner can view the associated Stripe account and determine the Service Fee options, as shown in the following screenshot.
There are two options for Service Fees:
- Organizer pays- with this selection, the Service Fee is absorbed into the Product price. The Organizer receives the net proceeds amount of the Product Price minus the Service Fee.
- Example: an Invitee selects an item to purchase for $100, then checkouts and pays by credit card. $100 appears on the Invitee's credit card statement, and the Organizer receives the net proceeds of $95.15, reflecting a Service Fee of $4.85.
- Invitees pay- with this selection, the Service Fee is added to the Invitee's order during Checkout and identified as "Service Fee". The Organizer then receives the full amount of the Product Price.
- Example: an Invitee selects an item to purchase for $100. On the Checkout page, a Service Fee of $5.05 appears for a total purchase price of $105.05, the amount that appears on their credit card statement. The Organizer receives the full amount of the purchase ($100), since the Invitee paid the Service Fee. Note, the Service Fee is grossed up slightly when the Invitee pays, in order for the Organizer to receive the correct Product amount. In this example, the Service Fee is grossed up slightly from $4.85 to $5.05, in order for the normal Service Fee % calculations to net the correct amounts to the Organizer.
When viewing the Products, there are two buttons underneath the Products / Orders view selection buttons that display information about the Products in the Event: 1) Total Collected and 2) Payments Received.
Total Collected displays the amount currently received from invitees and the total expected. This allows you to easily see how many people still need to complete their purchases. Clicking on the box will open the Total Collected side panel, which shows a breakdown of the amount received from the Event and each Activity.
The gross amount collected is listed as Total Collected, followed by the Service Fees amount, Total Refunded amount, and finally, Net Proceeds to Organizer.
Payments Received shows the number of orders received and Collected. This side panel shows every order received from invitees in order of the time received. Each order displays the purchaser's name, the total amount of the order, the number of items in the order, and the payment method (Credit or Cash). Hovering over (or clicking) on number of items will also display the name, quantity, and amount of all Products in the order.
Additionally, you can use the search bar at the top to locate specific orders.
The other view for the Payments Tab is the Orders View. This view shows a table of all completed orders and purchased items. Each row in the Orders table may be expanded to show details about the order including purchased Products, Quantity, Price per Item, Total, and Payment Method. Additionally, each order displays the name of the purchaser, the date of purchase, the Amount, number of Products, and Payment Status.
The left hand side of the Orders View also shows Total Collected and Payments Received, as with the Products View. See above for details. You can also print or export the full Orders table by selecting the "Export to CSV" from the Actions menu. The resulting CSV file will appear in the user's Downloads folder.