Financials - Revenue

Similar to standard accounting, the revenue tab on the Financials page allows organizations to create records when participants or payees make a payment to the organization. All functionality for this tool is accessible by being on the Revenue tab of the Financials page.

Table Filters

The revenue table comes with a dates filter which allows the user to select the date range they want to view.

Customization

• Account codes are customizable on the Financials page on the Account Codes tab.

• Payment methods are customizable on the Preferences page, General tab, Payment Methods section.

Payment Fields

• Date: Date and time of the revenue record.

• Participant: Revenue participant. Either participant or payee must be selected.

• Payee: Revenue payee. Either participant or payee must be selected.

• Pay Method: Revenue payment method.

• Line Item Filter: Use the invoice filter to filter receivables.

• Line Items: Receivables (or custom item) to offset with the revenue.

Note: Revenue records not tied to an existing receivable record will show up as credits on a participant or payee’s account. Participants and payees can use their credits to make payments, so make sure they are accurate.

Viewing and Printing a Receipt

To view and print a receipt, check the box next to the record(s) in the table and click the Receipt icon below the table. A new tab will open in your browser with a PDF of the receipt. You can download or print it from here.

Issuing a Refund

To issue a refund on a revenue record, check the box next to the record in the table and click the Issue Refund icon below the table. A popup will appear allowing you to select the amount of the refund and enter a reason for the refund. After filling in this information, click the Refund button to issue the refund.

Note: To issue a refund on an order, it is recommended to issue the refund from the Point-of-Sale page.

Note: When issuing a refund, the processing fees paid for the originally transaction will not be refunded to the organization.

Deleting a Revenue Record

To delete a revenue record, check the box next to the record in the table and click the Delete icon below the table. A popup window will appear to confirm you want to delete it, and if so, click Delete. Once deleted, the record cannot be recovered.

Note: If you delete a revenue record that is connected to a receivable record, the receivable record will appear as outstanding again on the participant or payee's account.