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Must know
  • Who sees it: Financials > Overview needs the View Financials permission (Admin and Accountant roles by default).
  • Estimates, not bank totals: Total Revenue and Net Paid Out are completed payments minus estimated processing fees, and this month’s two figures are the same number.
  • What reached your bank: the net paid this month line on Pending Payouts comes from payouts marked Paid.
  • Offline payments count: cash and e-transfer you record count toward revenue with no fee, although they never go through a payout. Balance top-ups never count.
Where to find it. Open Financials > Overview (the page heading reads Financial Overview). Without View Financials, the item is hidden and a direct link shows Access Denied. Summary cards Revenue Over Time. Monthly bars for the last 6 months (this month included), net of estimated fees. Revenue Breakdown. A donut chart of revenue by category. The center number, labelled Total, is the Total Revenue card. The slices are built differently: full line amounts, before fees, from invoices created this month that are Paid, Partially Paid or Partially Refunded. So they usually do not match the center number. Fully refunded, unpaid and draft invoices are left out. Under the chart, Trending up or Trending down repeats the change from last month. Payout Summary. A table of Gross Earnings, Platform Fees (shown with a leading minus sign) and Net Paid Out (in bold), for This Month and YTD (year to date). Gross is the full amount of completed payments.
The line under the table says “Net reflects settled payouts; gross reflects collected payments.” That is not how Net Paid Out is worked out: it is completed payments minus estimated fees.
Total Revenue vs Net Paid Out. Both are completed payments minus estimated processing fees, so this month’s figures match (YTD uses the same method). The money actually paid to your bank this month is the net paid this month line on Pending Payouts. Offline payments. Payments you record by hand (cash, check, e-transfer or bank transfer) count toward Gross Earnings, Total Revenue and Net Paid Out, in the month of the date you set as received, with a $0.00 fee. They never pass through a payout, so Net Paid Out can run higher than what reached your bank. Balance top-ups (your own money added to your balance) are not revenue: see What is a balance top-up, and how do I add funds to my balance?. If the page will not load. A Failed to load financial data message appears, and the cards show zero and Pending. Related: How do payouts to my bank work? · How do I see what’s in a payout and match it to my bank deposit? · How do I use the Analytics dashboard? · How are the numbers on the Analytics dashboard calculated?