Revenue: Viewing a Report

Report displays a list of all revenue being reported.

The revenue records are listed by date, and each record displays other elements such as customer, description, and type.

1. Click in the ribbon

2. Click Finance

3. Click Revenue

4. Click Report

5. Click on the revenue record to view payment details, an audit trail, and comments

6. Click the hyperlinked 10-character string next to Invoice to view the payment invoice

7. Click the hyperlinked BrainTree ID to open the payment in a separate BrainTree tab

8. Click the hyperlinked PayPal Id to open the payment in a separate PayPal tab

9. Click Allocations to view how the overhead cost of the transaction has been allocated

10. (If payment is pending settlement) Click and click Void Payment to return payment amount to the customer

    • This option is simpler than a refund but only available before the payment has settled (48 hours after payment)

11. (If payment has been settled or deposited) Click and click Issue Refund to issue a refund of the payment