Closing the Event

Navigate to Home > Event Management

To begin the cancellation process, navigate to the Dashboard and use the Search box to locate the event you need to cancel.

Enter the full or partial Event Name into the search field. The system will display a list of matching events, or, if there is an exact match, it will appear directly.

Once you’ve identified the correct event, simply click on the event name to open it.

Closing an Event: Transition to Ended Status

After the event has concluded, its status should be updated to Ended.
This final stage marks the completion of the event and allows for final billing, post-event reporting, and client follow-up to be completed.

Updating the event to Ended ensures accurate system reporting and officially closes the event life cycle.

Steps to End an Event:

1. Ensure the folio is balanced and settled to zero.

2. Navigate to the Action Menu in the upper-right corner of the event screen.

3. Select Close from the dropdown menu.

4. Click the blue Confirmed button to finalize the update.

The event will now be marked as Ended.

If the folio remains unsettled, you will need to apply the final payment. Follow the steps below to process a payment for the event.

1. Open the Payment Screen

   • From the Billing Information screen, click the blue “Payments” button.

   • The Payment screen will appear.

2. Enter the Payment Amount

   • In the Choose Amount field, enter the amount being applied to the folio.

3. Select a Payment Method

   • Choose the appropriate Payment Method from the drop-down list.

     Note: Available payment methods may vary by property. Common methods include:

     • Cash

     • Check

     • Credit Card

     • Bill to Company

4. Complete Payment Based on Method

   • For Cash Payments:

     • After selecting Cash, a Cash Payment screen will appear.

     • Select the appropriate Tender (e.g., USD).

     • The system will calculate any change due.

     • Click the blue “Accept” button to complete the payment.

   • For Check Payments:

     • After selecting Check, a Check Payment screen will appear.

     • Enter the Check Number in the designated field.

     • Click the blue “Accept” button to complete the payment.

5. Review the Payment

   • Once accepted, the payment will be posted to the event folio.

   • Return to the Billing Information screen to verify that the payment has been applied.