Finance in Administrate is event-centric and region-aware. Pricing availability and currency are governed by structural configuration (especially Regions), while payments, credits, and refunds preserve auditable history.
For details on how Regions and location-based configuration affect defaults such as currency and tax, see: Logic | Regions, Locations, Venues, and Workplaces .
Contents
- Pricing: defaults and overrides
- Public vs private event financial logic
- Revenue: received vs invoiced
- Cancellations, credits, refunds, and allocation
- Related references
- Where to go next
Pricing: defaults and overrides
Pricing is typically defined upstream (templates and Region context) and then applied downstream to Events and Learners. In day-to-day operations, pricing can also be overridden at the Learner level when exceptions are required.
- Defaults support consistency and speed.
- Overrides support exceptions without changing upstream intent.
Public vs private event financial logic
- Public Events: open registration; financial handling commonly occurs per Learner/Booking.
- Private Events: restricted to a single Account; financial handling commonly reflects bulk pricing and account-level agreement patterns.
The operational distinction matters because it changes how price is applied, how billing is managed, and how reporting rolls up.
Revenue: received vs invoiced
Event financial summaries often reflect received revenue and paid costs, not merely invoiced amounts. This distinction matters when reconciling Administrate reporting to accounting systems.
- Invoiced describes what has been billed.
- Received describes what has been paid/collected.
Cancellations, credits, refunds, and allocation
Financial adjustments are intentionally auditable. Administrate preserves history rather than rewriting past transactions.
Common flows include:
- Cancellation → credit note → refund
- Cancellation → credit note → allocation to a different Event
Related references
Where to go next
- Companies, Regions, Locations & Venues: How Structure Drives Behavior
- Reporting: How Data Rolls Up (and Why It Sometimes Doesn’t)