Revenues

The Revenues list shows all completed financial transactions across your organization.

Viewing Revenues

Navigate to Revenue > Revenues to see all transactions.

Filtering by Status

Use the tabs to filter:

Completed - Successfully processed payments
Pending - Awaiting processing
Failed - Payment errors
Refunded - Fully refunded transactions
All - Every transaction

Search

Search by contact name or email to find specific transactions.

Revenue Record

Click any revenue to view details:

Overview

Amount and currency
Transaction type (donation, installment, ticket order, etc.)
Status and timestamps
Contact information

Manage

Access related records:

Source transactions
Credits
Solicitors
Fund designations
Files and messages

Activity

View the complete audit trail.

Actions

From the Actions menu:

Edit - Update revenue details
Add Credit - Create soft credit
Add Solicitor - Add attribution
Add Fund Designation - Allocate to funds

Exporting

Click the export button to download revenue data as CSV or Excel.