Understanding Post Revenue Management - Club Caddie Support Portal

Events - Post Revenue

Article Contents:

This article provides instructions on how to use the feature Post Revenue in the event builder. When selected, the items in the Menu and Add Ons tabs will be posted as revenue and reflected in Reports. 

Step-by-Step:

Step 1: Select the Events module along the top row. Then, select the event that you wish to post revenue.




Step 2: Select the Payment tab along the top of the event builder.



Step 3: Select Post Revenue along the bottom. This will post the revenue in reports based off the items in Golfers, Menu and Add Ons tab in your Event builder.





After confirming charges, users can finalize by selecting Close Event to lock the event from being edited.

Once you have Posted Revenue, you can still charge items to your event but it must be done through the register using Event Charge. For step by step instructions on how to Event Charge, please click here.

If you are not able to Post Revenue, most likely the permission in Manage Roles is toggled off. Please have a manager navigate to Settings > Manage Roles > Action > Edit Permissions > Event Manager to toggle on the permission.




If you need to re-open an event to edit, you can select the button "Re-Open Event".






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