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Product Configuration - Charges Worksheet

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Charge Types

How Charges Appear to Customers

Optional Charges

Delivery Fees

Charge Caps

Charge Levels

Charge Locations

Exchanges

 


 

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Worksheet

Use this worksheet to plan your charge configuration before you start building them.

 

For more information about configuring charges, refer to Product Configuration - Charges.

 

Charges include service charges, taxes and commissions. You apply charges to admissions, miscellaneous items, bundles, delivery methods and other charges.

 

You configure charges in multiple locations. First, you set up the charge in Product Configuration. The second step is to add the charge to the chargeable items.

 

Admissions: Add the charges on a price chart.
Charges can be calculated as additional, included or inside per admissions or per order.

Bundles: Add the charge directly on the bundle or to assigned price charts.

Delivery Methods and Miscellaneous Items: Add the charge directly.

Charges: Add a charge on a charge (taxes, for example).

 

Charge Types

 

When you set up a new charge, you’ll need to consider the ‘Charge Type’. Once set, you can’t change its type. Charge types group similar charges together, and determine whether to include or exclude it on settlements, and sales and accounting reports. If there are any charges that you want to exclude when providing reports to promoters or other stakeholders, set up those charges using the same type to exclude them.

 

There are five charge types, and three of them have been pre-named for you: Service Charge, Tax and Commission. Customize the other two charges, User Tax 1 and User Tax 2, by editing their names in the Service Charge Types list.

 

How Charges Appear to Customers

 

Charges appear on an order based on the price set for roles. If you’re completing an order with admissions and don’t see an expected service charge:

1.Check the price chart to ensure that you configured the charge for the price type.

2.Check the charge’s pricing to ensure you selected the role you’re using. When creating a new role, you’ll need to update any applicable charges.

 

When you set a charge as included or inside, you have options of how that charge appears on invoices:

Do Not Display: They’re not displayed on the invoice.

As an Add-On: They’re included in the add-on portion of the invoice without any pricing information. This option is useful when a customer purchases a VIP package, and that portion of the price is an included charge on the price type.

As a Sales Tax: They’re summarized above the portion of the invoice speaking to additional charges.

 

Additional and order charges are always displayed.

 

Optional Charges

 

Setting the charge policy to Opt-in allows customers to accept the charge while Opt-out pre-selects the charge and allows customers to decline it. This is useful for things like Booking Protect ticket insurance.

 

Delivery Fees

 

If you want to use the same delivery method for tickets, gift cards and merchandise, but only want to charge shipping and handling on the merchandise, you can select Miscellaneous Items from the ‘Charge Delivery Fee For’ field.

 

Charge Caps

 

You can cap the number of times a charge is applied based on the number of admissions by using the Per Order option on the price chart.

 

 

Charge Levels

 

You can configure charges levels can apply a charge on a charge. If you have a $100 ticket with a $5 charge and an 8% sales tax that applies to both, configure the charge as ‘Level’ 1 and the sales tax as ‘Level’ 2. The $5 charge is added to the $100 ticket, and then the 8% tax is applied to the $105, resulting in a total of $113.40.

 

Charge Locations

 

You can apply charges based on the customers location. For example, if you need to apply a sales tax your state or province, you can set a rule so that the tax is charged to customers who live in your state or province.

 

Exchanges

 

If you use online bundle exchanges, you can determine what happens to the charge an admission is exchanged:

Recalculate: It’s removed and recalculated based on the new admissions.

Do Not Recalculate: The charge and value remain the same.

Additional Exchange Fee: It’s added to exchanged admissions as an additional fee. You’ll need to add this to the price chart as an Additional Ticket fee.

 

You may also see a ‘Pricing Type’ field. If you want to keep the price difference when customers exchange for a less expensive seat, set it to Balance for exchange. Otherwise, select Priced.

 

You can get further information regarding charges in our product guides, including additional details on inside/included and other calculations.