Income
View transaction history, revenue breakdown, and income reports
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 | Recorded collection costs. Only Direct Debit collection costs are recorded; card processing fees are not, so card payments show zero |
| Net | Amount minus the recorded collection costs |
| 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, Direct Debit, 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 |
| Direct Debit | Set by your London & Zurich agreement |
Exact processing fees depend on your agreements with your card acquirer (Elavon) and Direct Debit provider (London & Zurich). 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 Direct Debit 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 and most accounting software imports
- Excel (.xlsx) -- For spreadsheets
- 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
Owner: david · Reviewed 30 Sep 2026 · Next review 29 Dec 2026