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Revenue Overview
The Revenue section provides a unified view of all fundraising transactions. Unlike the Manage section which focuses on individual record types, Revenue consolidates everything into a single transaction-focused view.
Revenue Types
Revenue records are created automatically from:
- Donations - One-time gifts
- Installments - Pledge payments
- Ticket Orders - Event ticket purchases
- Auction Payments - Auction item payments
- Registrations - Registration fees
Each of these also creates an expected revenue counterpart, so the committed side and the received side of every transaction stay in lockstep.
Main Views
Revenues
Every received payment, filterable by status:
- Completed - Successfully processed
- Pending - Awaiting processing
- Failed - Payment failed
- Refunded - Fully refunded
Expected Revenue
The committed side of every transaction. Open pledges live here alongside the completed counterpart of every one-time gift — see Expected Revenue for how commitments are billed and collected.
Individual Revenue Record
Each revenue has three tabs:
Overview Tab
Summary of the transaction with key details.
Manage Tab
Related records including:
- Source transactions (donations, installments, etc.)
- Credits - Soft credits and recognition
- Solicitors - Attribution tracking
- Revenue Splits - Fund allocations
- Files and messages
Activity Tab
Audit log of changes and events.
Actions
From any revenue record:
- Edit - Modify revenue details
- Add Credit - Create soft credit for recognition
- Add Solicitor - Attribute to a solicitor
- Add Split - Allocate to specific funds
Revenue vs Manage
| Revenue | Manage |
|---|---|
| Unified transaction view | Separate record types |
| All payment types together | Donations, pledges, tickets separate |
| Credits, solicitors, splits | Record-specific fields |
| Financial reporting focus | Record management focus |