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

Main Views

Revenues

Completed transactions with status:

• Completed - Successfully processed
• Pending - Awaiting processing
• Failed - Payment failed
• Refunded - Fully refunded

Expected Revenue

Future income from:

• Pending pledge installments
• Scheduled recurring charges
• Outstanding invoices

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

Related Articles

• Revenues List
• Expected Revenue
• Credits
• Solicitors
• Revenue Splits