Event Financial Defaults Tab

Default Fees & Costs

You are able to set a default amount by Flat Rate or Percent to be applied to all new invoices for the following:

• Default Service Charge: Designate a default service charge as either a flat rate or percentage of marked items sold on events
• Default Gratuity: Designate a default gratuity to be charged on events, as either a flat rate or percentage of marked items sold on events
• Default Deposit: Designate a default deposit amount, as either a flat rate or percentage of the overall event cost
• Default G & A Cost Amount: Define a General & Administrative cost applied your cost of each event

Staff

• Auto Calculate Staff Billed Hours: Have TPP automatically calculate your Staff Billed Hours by checking here
• Auto Calculate Staff Actual Hours: Have TPP automatically calculate your Staff Actual Hours by checking here

Event Taxes

• Service Charge Tax Rule: Designate whether the service charge is calculated on the pre-tax or post-tax amount
• Gratuity Tax Rule: Designate whether the gratuity charge is calculated on the pre-tax or post-tax amount
• Other Fee Tax Rule: Designate whether the Other Fee amount are calculated on the pre-tax or post-tax amount
• Discount Tax Rule: Designate whether the discount is calculated on the pre-tax or post-tax amount

Check for Overdue Balance per Contact

• This option allows you to internally show all outstanding balances for a specific contact
  • You choose which event statuses count against the outstanding balance for the client
  • A notice will appear on the info tab for all the specific client events:

Other Fees

You can add custom fees to be added to every newly created event.

• Other Fee Name: Enter a custom name to appear on client facing documents
• Other Fee Applies To: Define what areas that Other Fees Types of Percentage calculate against
  • Menus: Apply a percentage charge based on an event’s invoiced Menu tab total
  • Beverages: Apply a percentage charge based on an event’s invoiced Beverage tab total
  • Rentals: Apply a percentage charge based on an event’s invoiced Equip > Rentals tab total
  • Other Inventory: Apply a percentage charge based on an event’s invoiced Equip > Other tab total
  • Miscellaneous: Apply a percentage charge based on an event’s invoiced Misc tab total
  • Staff: Apply a percentage charge based on an event’s invoiced Staff tab total
  • Rooms: Apply a percentage charge based on an event’s invoiced Staff tab total
  • Service Charge: Apply a percentage charge based on an event’s invoiced service charge total
  • Gratuity: Apply a percentage charge based on an event’s invoiced gratuity total
  • Taxes: Apply a percentage charge based on an event’s overall tax total
• Other Fee Type: Choose between Percentage, Flat Rate or Per Guest.
• Other Fee Amt: Define amount of fee.