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Finance

This page is for the Executive and Finance personas — anyone running event P&L, paying vendors, or reconciling bills. The dashboards page has the high-level KPI view; this page walks the deeper workflows.

Screenshot pending

A P&L Dashboard screenshot will land here in a follow-up commit.

Running a P&L Report After the Event

  1. Go to Events → P&L Dashboard
  2. Find your event in the list
  3. Green row = profitable
  4. Red row = loss
  5. Click the event name to open the detailed P&L tab showing:
  6. Ticket revenue (from Stripe/online sales)
  7. POS revenue (door sales + merch)
  8. Bar revenue share (if applicable)
  9. Total revenue
  10. Vendor costs (all assigned vendor slots)
  11. Other expenses
  12. Net profit/loss

To add expenses that aren't vendor bills:

  1. Open the event → P&L tab
  2. Scroll to the Expenses section → Add a line
  3. Enter description, amount, and category

Adding a Vendor and Generating Their Bill

Assign a vendor to an event:

  1. Open the event form
  2. Click the Vendors tab
  3. Click Add a line in the vendor slots table
  4. Select:
  5. Role — Sound, Stage, DJ Equipment, Lighting, Security, Medical, Staff, etc.
  6. Vendor — select from contacts (or create a new one)
  7. Agreed Rate — what you're paying them
  8. Check Paid once payment is made

Create draft bills for all vendors at once:

  1. Open the event form → Vendors tab
  2. Click Create Draft Vendor Bills (button at top of the tab)
  3. This creates one unpaid bill per vendor in the Accounting module
  4. Go to Invoicing → Vendors → Bills to review and pay them

Add vendor contact details:

  1. Go to CRM → Contacts → find the vendor's contact
  2. Click Edit
  3. Fill in the Blaqbook Vendor tab:
  4. Roles they can fill
  5. Preferred payment method
  6. Reliability rating (0–5)
  7. Notes

FAQ — Finance

A vendor bill was created by accident — how do I delete it?

  1. Go to Invoicing → Vendors → Bills
  2. Open the bill → click Reset to Draft if it's been confirmed
  3. Delete using the Action menu → Delete

The P&L shows $0 for ticket revenue.

Ticket revenue is only counted when registrations are in open (Registered) or done (Attended) state and linked to a confirmed Stripe sale order. If someone has a draft registration, their sale hasn't cleared yet.