Income
Transaction-level view of all payments received
The Income dashboard provides a complete view of all payments received. Track individual transactions, understand revenue composition, and reconcile with your payment processors.
Accessing Income
Navigate to Finance → Income to view all transactions.
Transaction List
The list shows all successful payments:
| Column | Description |
|---|---|
| Date | When the payment was received |
| Customer | Who made the payment |
| Description | Invoice number or product name |
| Amount | Gross payment amount |
| Fees | Processing fees deducted |
| Net | Amount after fees |
| Status | Paid, refunded, disputed |
Filtering Transactions
Find specific transactions using filters:
- Date range - Payments within a period
- Customer - Payments from specific customer
- Amount - Minimum or maximum amount
- Status - Paid, refunded, or disputed
- Payment method - Card, ACH, etc.
- Product - Payments for specific product
Summary Metrics
The header shows totals for the selected period:
| Metric | Description |
|---|---|
| Gross Income | Total payments before fees |
| Total Fees | Sum of all processing fees |
| Net Income | Gross minus fees |
| Transaction Count | Number of successful payments |
| Average Transaction | Mean payment amount |
Transaction Details
Click any transaction to view full details:
- Payment details - Amount, currency, fees
- Payment method - Card type, last 4 digits
- Related invoice - Link to the invoice paid
- Customer info - Link to customer profile
- Gateway response - Transaction ID, authorization
- Timeline - Payment events and status changes
Understanding Fees
Processing fees vary by payment method:
| Payment Method | Typical Fee Structure |
|---|---|
| Credit Cards | Percentage + fixed fee per transaction |
| Debit Cards | Usually lower than credit cards |
| ACH/Bank Transfer | Fixed fee or percentage with cap |
Exact fees depend on your payment gateway agreement. View fee details in each transaction.
Revenue by Source
Break down income by source:
- By product - Revenue per product
- By customer - Top customers by revenue
- By payment method - Card vs ACH breakdown
- By checkout link - Revenue per link
Exporting Income Data
Export transactions for accounting or analysis:
- Set your date range and filters
- Click Export
- Choose format:
- CSV - For spreadsheets
- PDF - For reports
- QuickBooks format - For accounting software
- Download the file
Reconciliation
Match RevKeen data with your bank statements:
- Use the payout reference to match bank deposits
- Filter by payout to see included transactions
- Export for detailed reconciliation