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Event bordereaux

The Bordereaux tab generates detailed sales reports for splitting revenue between venues, producers, and other parties. It's essential for professional event accounting.


Getting started

If no configuration assigned

You'll see: "Bordereaux not configured. To view the bordereaux for this event, you need to assign a bordereaux configuration."

To assign:

  1. Select an existing configuration from the dropdown
  2. Or click "Create" to make a new one
  3. Click "Assign configuration to event"

Creating a configuration

See Bordereaux settings for detailed instructions. Quick overview:

FieldDescription
NameConfiguration name for reference
Venue %Percentage of net going to venue
Producer %Percentage of net going to producer
DiscountsPre-agreed deductions (fixed amount, %, or ticket quantity)
IP OwnerIntellectual property owner details

The bordereaux report

Once configured, you'll see a comprehensive sales report.

Header information

  • Brand name
  • Location
  • Event name
  • Date
  • Total capacity
  • IP Owner (if configured)

Report actions

ButtonFunction
PrintPrint the report
Generate PDFDownload as PDF
Export to XLSXDownload as Excel spreadsheet
ConfigurationEdit or change the assigned configuration

Configuration options

Click "Configuration" to:

  1. Change configuration: Select a different one from dropdown
  2. Edit configuration: Modify current (⚠️ affects all events using it)
  3. Create new: Make a new configuration
  4. Payment notification: Set producer email and payment date for automated notification
  5. Add manual entries: Include non-ticket revenue (merchandise, sponsorships, etc.)

Report tables

1. Collection details

A breakdown of income collected, organized by source:

Sections:

  • Online: Sales via Mercado Pago/Stripe
  • Ticket office: Physical box office sales
  • Courtesies: Free tickets (shown for reference)

Columns:

ColumnDescription
Type of localityTicket name + price
LocalitiesQuantity sold at that price
Total amountRevenue from that line

Important notes:

  • Each unique price creates a separate row (same ticket sold at different prices = multiple rows)
  • Discounted tickets show their actual sale price
  • Service charges are NOT included here
  • Refunded tickets don't appear
  • Ticket office entries include payment method (credit, debit, cash, etc.)

Example:

Ticket A - $20 - 50 units - $1,000
Ticket A - $14 (with 30% discount) - 20 units - $280
Ticket A - $15 (price change) - 30 units - $450

The last row shows Total income from all sources.

2. Discounts table

Shows pre-agreed deductions from the bordereaux configuration:

ColumnDescription
DescriptionDiscount name
DiscountValue (%, fixed amount, or ticket count)
AmountCalculated deduction

Last row: Discounts total

3. Payouts table

Shows the revenue split:

ColumnDescription
DescriptionParty name (Venue, Producer)
PercentageConfigured split %
AmountCalculated payout

Last row: Total (net for payouts)

4. Balance table

Final reconciliation:

RowDescription
Takings amountTotal collected
Discounts amountTotal deductions
Producer amountProducer's share
Venue amountVenue's share
ResultAlways $0 (balanced)

Manual entries

Click ConfigurationAdd manual entries to include non-ticket revenue:

  • Merchandise sales
  • Sponsorships
  • Bar/food revenue
  • Other income sources

These appear in the income table and are included in calculations.


Payment notifications

Set up automatic payment notifications:

  1. Click Configuration
  2. Enter producer email
  3. Set payment date
  4. The producer receives an email with payment details on that date

Best practices

Before the event

  • Create and assign bordereaux configuration during event setup
  • Agree on all discounts and splits with parties beforehand
  • Test the configuration with sample numbers

After the event

  • Generate final report once all sales are closed
  • Add any manual entries (merch, sponsors)
  • Export to PDF for signatures
  • Print two copies for both parties

Documentation

  • Keep signed copies for accounting
  • Export to XLSX for your records
  • Use payment notification for formal payment communication

FAQs

Each unique price creates a separate row. Different rates, discount codes, or price changes all create separate lines. This gives you a detailed breakdown of exactly what was sold at each price point.

Service charges are used to cover payment processing fees, Fanz platform fees, and general transaction costs. The bordereaux shows only the ticket price totals (what the buyer paid for the ticket itself), not the service charges, since those cover operational costs separate from the venue/producer split.

You'll see separate rows for each price. For example, if "General" was $20 for the first 50 sales then changed to $25, you'll see two rows: "General - $20" and "General - $25" with their respective quantities and totals.

Each rate appears as its own row with its specific price. If "VIP" has an Early Bird rate at $50 and a Regular rate at $80, you'll see two separate lines — one for each rate with the quantity sold at that price.

Discounted tickets show their actual sale price, not the original price. If a $100 ticket was sold with a 30% discount, it appears as a $70 row. This reflects the real revenue collected.

Ticket office sales are grouped separately and include the payment method (credit card, debit card, cash, transfer, etc.) as part of the description. This helps reconcile cash vs. card payments at the venue.

Yes, but changes affect ALL events using that configuration. Create a new one if you need event-specific settings.

The bordereaux configuration is assigned per event, not per date. However, you can work around this: assign one configuration, generate/download the report for a specific date, then assign a different configuration and generate the report for another date.

You can partially refund a purchase (e.g., refund 1 out of 2 tickets), but you can't partially refund a single ticket. In the bordereaux, only the non-refunded tickets count — refunded tickets are automatically excluded. So if someone bought 3 tickets and you refunded 1, only 2 appear in the report.

The report captures every unique price point. You'll see a row for each distinct price, regardless of when it was sold. This gives complete transparency for all parties reviewing the bordereaux.

No. Courtesies appear in the report for reference (showing how many free tickets were issued), but they have $0 value and don't affect the revenue split calculations.