Event Closeout

Event Pacing Report
Email Templates

STEP ONE: If the bar was on consumption, add those details to the BEO for final invoicing

• MOD/ event captain will send consumption totals via Square at the conclusion of the event 

• Within the BEO, breakdown the charges by type of drink (i.e. beer, wine, liquor)

STEP TWO: Send the client a follow-up email with the linked final invoice the first business day after the event 

• Double-check that the invoice looks correct before sending

• Add the last 4 digits of the credit card number from TripleSeat into the email template 

STEP THREE: Once you receive approval from the host, run the card on file for the final outstanding balance. Then, email back the full receipt and updated invoice in a final thank you email to the client. 

• Add the payment/ update final event revenue in the Event Pacing Report

  • The total revenue amount = subtotal of the event + service charge (everything except taxes) 

• Change the event status to ‘closed’ in TripleSeat 

  • DO NOT close the event prior to receiving the final payment