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Expected Revenue
View and filter expected revenue records, see how each one is billed and paid, and manage the finance fields they carry.
Understanding Expected Revenue
An Expected Revenue record tracks money your organization expects to receive. Every transaction in CauseVox creates one on the finance side — donations, pledges, ticket orders, registrations, and auction payments alike.
What varies is how long the record stays open. A one-time gift's expectation is fulfilled the moment the payment arrives, so its record is created and completed together. A pledge's expectation stays open: the full commitment is recorded up front, then tracked as installments are collected over months or years.
Because every transaction is tracked this way, "what's been committed" and "what's been received" are always answerable from the same structure — whether the money arrived in one payment or twelve.
Where expected revenue comes from
- Donations — every donation creates an expected revenue record that completes immediately. Recurring giving works the same way: each charge creates its own record, linked back to the recurring plan.
- Pledges — every pledge creates one expected revenue record carrying the full committed amount. It stays open until the installments are collected. See Pledges & Installments.
- Ticket orders, registrations, and auction payments — each paid order or payment creates a record that completes when the payment does.
Expected revenue records are always created by the system from a source record — there is no standalone "add expected revenue" flow.
Schedule
Each record carries a schedule mode that describes how the money arrives:
- One Time — a single payment. Donations, ticket orders, registrations, auction payments, and individual recurring charges.
- Installments — a fixed series of scheduled payments. Pledges.
Statuses
- Pending — nothing collected yet
- Partial — some money collected, but not the full amount
- Completed — fully collected; the fulfilled date records when
- Voided — the commitment was cancelled; the record is kept for history and no longer changes
Dates
- Due — when the money is expected in full. For one-time records this is the gift date; for pledges it's the final installment's due date.
- Fulfilled — set when the record completes.
Viewing Expected Revenue
Navigate to Revenue > Expected Revenue.
- Status tabs — Pending, Completed, Partial, Voided, All
- Search — by contact name or email
- Filter — by status, type, amount, tags, date, and custom fields
- Sort — by created, updated, due, or fulfilled date
The Type filter narrows to the source: Donation, Pledge, Ticket Order, Registration, or Auction Payment.
Looking for open commitments?
The Pending and Partial tabs are where outstanding pledges and unpaid commitments live. The All tab also includes the completed counterpart of every one-time gift, so it is much larger.
The Expected Revenue Record
Click into any record to see:
- Overview — amount, status, schedule, due and fulfilled dates, a payment summary, and the source record it was created from
- Invoices — the bills behind the record. A one-time record has a single invoice; a pledge has one invoice per installment.
- Payments — the money applied against those invoices. Refunds appear here too and reduce the amount paid.
- Manage — credits, solicitors, fund splits, and messages
- Activity — the audit trail
Editing
The core fields — amount, status, dates, payment details, contact, campaign — are managed by the system. They mirror the source record and update as payments arrive. To change them, edit the source record (the donation, pledge, or order) and the expected revenue follows.
What you can edit directly on the expected revenue record:
- Tags — revenue-scope tags, via Actions > Edit
- Custom fields — configured in Revenue Settings > Expected Revenue Fields
- Splits, credits, and solicitors — via Actions > Add Fund Designation / Add Credit / Add Solicitor, or from the Manage tab
Exporting
Click the export button to download expected revenue data. The current filters apply, so you can export just open pledges, a single campaign's commitments, or everything at once.