Revenue centers pertain to the POS's operating location and each contain their own sales menu, configuration details, and reporting. This article will review the creation of revenue centers, editing revenue centers, and managing revenue center groups.
Section | Description |
Details how to create a brand new Revenue Center within your Billfold event | |
Details how to edit the information or settings for individual Revenue Centers (enabling payment methods, enabling features like tips, open items and more) | |
Details how to create Revenue Center groups for easier reporting on similar selling points |
Creating a Revenue Center
Navigate to the desired event within the organizer dashboard
Click the "Revenue Centers" tab
Click "Action" button to the right and then "New"
Fill in and confirm the required details for creation
NOTE: The event's default configuration settings will auto-populate within the following fields: tax rate, instant payment threshold, offline payment threshold, threshold for currency tip, feature sets, and accepted payment methods.
Adjusting an Existing Revenue Center
It is important to note, that at this time, an event's default configuration details will not update existing revenue centers' details. If an event's default settings have been adjusted, the changes must be made at the revenue center level. More information about editing an event's default configuration details can be found [here]
Navigate to the desired event within the organizer dashboard
Click "Revenue Centers" within the event tabs
Select the revenue center you wish to make adjustments to from the list of existing revenue centers
Click the "Options" button at the top next to the revenue center name, Select "Edit"
Fill in or Toggle on the adjustments within the edit screen and click Update at the bottom.
Bank Card: Toggling On Bank Card, allows you to enable Manual Card Entry and adjust the Offline Threshold at that Revenue Center.
Cash: Toggling on Cash allows you to set how tax is displayed and applied, and enables you to enter the Cash Tender Amount.
Wristband: Toggling on Wristband allows you to set an Offline Threshold and Instant Payment threshold for wristband payments. This is also where you can enable PROMO Cash to be spent at.
Tips: Allows you to edit the values prompted, tip threshold and custom messaging specific to the Revenue Center.
Service Charges: Allows you to add a specific Service Charge to the Revenue Center
Tabs: Allows you to enable tabs on this specific Revenue Center, set a payment capture delay, and enable pre-authorization and authorization amounts.
Open Items: Allows you to enable simple and detailed open items to be used within this Revenue Center.
Revenue Center Groups
Revenue centers can be "grouped" for the sake of simplified reporting. For example, if you want to view sales for all food vendors, create a group that includes all food vendor revenue centers. Note: If a revenue center is in more than one Revenue Center Group, it will be represented in each group chosen for the report.
Creating Revenue Center Groups
Navigate to the desired event within the organizer dashboard
Click on the Revenue Center Groups tab
On the right, click New Group
Give the group a title, select all existing revenue centers that you wish to add to the group, input a description, and then click Create
If the revenue center group is created before revenue centers, the revenue center group can be chosen at the time of creation or by editing a revenue center using the instructions above