Article

Tour Settlement Template

Tour Settlement Template

Ternwheel dashboard showing a tour’s settlements, financial records, and reporting overview

Published by Ternwheel · Reviewed September 1, 2026

This tour settlement template provides a stacked structure for documenting a concert settlement. Contract terms control the calculation; this is educational information, not legal, tax, accounting, insurance, or financial advice.

Event and Parties

List the event, date, venue, promoter or venue representative, artist representatives, and the people authorized to review or approve the record.

Deal Reference and Terms

Record the contract or deal memo reference, guarantee, percentage, overage or bonus language, deposits, and any promoter-profit or split-point terms when applicable.

Ticket and Revenue Fields

Capture ticket manifest, price tiers, gross potential, gross box office receipts, contract-defined adjustments, and net box office receipts as defined by the agreement.

Expenses and Payment

List approved expenses with source document and approval status, then record prior payments, balance due, payment method, payment proof, and a discrepancy log.

Final Approval

Leave a clear field for final approval, signatures where required, date, and follow-up owner.

Illustrative Simple Example

Illustrative only: a final compensation of 10 less verified prior payments of 4 leaves a balance due of 6. Do not treat this as a universal settlement formula.

Pre-Settlement Review Workflow

Gather the deal, ticket report, deposit record, approved expenses, and payment instructions. Reconcile counts, review supported charges, document questions, confirm the result, and retain the final record.

Disputes and Retention

Common dispute points include unsupported expenses, duplicate charges, unclear adjustments, and missing deposits. Keep the agreement, reports, support, approvals, and proof of payment according to the team’s records policy and professional advice.

Sources and Methodology

Reviewed September 1, 2026. This guide is educational and uses the sources below for general touring context. Confirm responsibilities and consult qualified professionals for legal, tax, accounting, insurance, health, safety, visa, immigration, and financial topics.

VenuePilot: Artist Settlement

Prism.fm: Concert Venue Settlement Best Practices

FLi Artists: Why All The Fuss About Settlement Sheets?

Bauer Entertainment Marketing: Live Music Industry Glossary

FAQs

What is a tour settlement template?

The right answer depends on the tour’s scope, agreements, team structure, and local requirements. Use the guidance in this article as a practical starting point, then confirm details with the responsible people and qualified professionals when needed.

What belongs on a settlement sheet?

The right answer depends on the tour’s scope, agreements, team structure, and local requirements. Use the guidance in this article as a practical starting point, then confirm details with the responsible people and qualified professionals when needed.

Who approves a settlement?

The right answer depends on the tour’s scope, agreements, team structure, and local requirements. Use the guidance in this article as a practical starting point, then confirm details with the responsible people and qualified professionals when needed.

What is gross potential?

The right answer depends on the tour’s scope, agreements, team structure, and local requirements. Use the guidance in this article as a practical starting point, then confirm details with the responsible people and qualified professionals when needed.

What are contract-defined adjustments?

The right answer depends on the tour’s scope, agreements, team structure, and local requirements. Use the guidance in this article as a practical starting point, then confirm details with the responsible people and qualified professionals when needed.

How are expenses reviewed?

The right answer depends on the tour’s scope, agreements, team structure, and local requirements. Use the guidance in this article as a practical starting point, then confirm details with the responsible people and qualified professionals when needed.

What is a balance due?

The right answer depends on the tour’s scope, agreements, team structure, and local requirements. Use the guidance in this article as a practical starting point, then confirm details with the responsible people and qualified professionals when needed.

Can tour software organize settlements?

The right answer depends on the tour’s scope, agreements, team structure, and local requirements. Use the guidance in this article as a practical starting point, then confirm details with the responsible people and qualified professionals when needed.

Plan the Next Tour With a Connected Workflow

Ternwheel helps teams keep schedules, travel, hotels, communication, guest lists, budgets, settlements, reporting, permissions, mobile access, and eligible banking and cards connected. Review current product details directly with Ternwheel.

Explore tour management software

Explore tour management software for artists

Explore the tour management app

Learn about tour scheduling software

Explore tour budgeting software

Explore tour settlement software

Read how to create a tour budget

Read how tour settlements work

Read what a tour manager does

Read the tour management software buyer guide

Read the complete FAQ

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101 Montgomery Street San Francisco, CA 94104

© 2026 Ternwheel, Inc. All rights reserved.

*Banking services are provided by i3 Bank, Member FDIC, through Unit. Ternwheel is a financial technology company, not a bank. Deposit accounts are issued by i3 Bank, Member FDIC. Visa® debit cards are issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa debit cards are accepted. Accounts are eligible for pass-through FDIC insurance only to the extent permitted by applicable law and when all requirements are satisfied. Terms and conditions apply.


Business Deposit Account Agreement || Business Deposit Account APY Disclosure || Visa Business Debit Cardholder Agreement

101 Montgomery Street San Francisco, CA 94104

© 2026 Ternwheel, Inc. All rights reserved.

*Banking services are provided by i3 Bank, Member FDIC, through Unit. Ternwheel is a financial technology company, not a bank. Deposit accounts are issued by i3 Bank, Member FDIC. Visa® debit cards are issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa debit cards are accepted. Accounts are eligible for pass-through FDIC insurance only to the extent permitted by applicable law and when all requirements are satisfied. Terms and conditions apply.


Business Deposit Account Agreement || Business Deposit Account APY Disclosure || Visa Business Debit Cardholder Agreement