Create & Log a Revenue Payment

Record incoming payments from customers — with full control over account mapping, categorisation, and receipt documentation.

🔐 Access Control

• Only Admin users or staff with revenue permissions can log payments
• From the Dashboard, use the side menu to navigate: Accounting → Income → Revenues

🧭 Step-by-Step: Create a Revenue Entry

Click + Create Revenue to open the form.

1️⃣ Payment Details

• Date*: Select the transaction date (defaults to today)
• Amount*: Enter the payment amount received
• Account*: Choose the financial account where funds were deposited (e.g. Checking Account, Stripe Wallet)
• Customer*: Select the customer who made the payment
• Category*: Choose a revenue category (e.g. Sales, Service Income, Care Home Fees)
• Reference: Optional — add invoice number, transaction ID, or bank reference
• Description: Optional — add notes for audit or reconciliation
• Payment Receipt: Optional — upload a file (e.g. PDF, image, bank slip)

Click Create to save the revenue entry. The system will:

• Log the payment against the selected account
• Link it to the customer and category
• Make it available in revenue reports and financial dashboards

📋 Viewing Revenue History

• All entries appear in the Manage Revenues table
• Use filters for Date, Account, Customer, or Category
• Export logs for audit, reporting, or reconciliation

✅ Best Practices

• Match revenue entries to actual bank deposits for accuracy
• Use consistent references for traceability (e.g. INV00002, Stripe-2025-10-29)
• Upload receipts for high-value or disputed payments
• Categorise revenue correctly for financial statements
• Review revenue logs monthly for completeness and compliance
• Use sector-fit categories (e.g. Cleaning Contracts, Logistics Fees, Care Home Rent)