The Revenue report (the platform's name for the "payments" view) shows cash collected, broken down by service line. It's the top-line answer to "how much money came in?"
Where to find it
Reports → Money → Revenue.
The report is sometimes referred to as "payments" in conversation, but the actual route is Revenue by Service Line.
What it shows
Cash collected in your date range:
| Dimension | What it shows |
|---|---|
| By service line | The pricebook category each payment maps to (Service, Installation, Maintenance, Memberships, Parts, etc.). |
| Per service line | Revenue, count of payments, average payment. |
| Totals at the bottom | Grand totals across all service lines. |
The amounts shown are cash collected, not invoiced. The difference matters:
| Status | Counts toward revenue? |
|---|---|
| Sent but not paid | No. |
| Paid | Yes — on the date the payment was recorded. |
What it answers
| Question | How the report answers |
|---|---|
| What's our top revenue line? | Usually Service Calls and Installations dominate; this confirms. |
| How much is membership revenue? | The recurring side, separate from one-off jobs. |
| Are we collecting on what we invoice? | Compare to invoiced total over the same period. |
What feeds the numbers
- Every Payment with status
succeeded(Stripe-collected) or methodcash/check/card(offline-recorded). - Grouped by the service line (pricebook category) the payment is associated with — usually inferred from the linked invoice's primary line items.
Filters
| Filter | What it does |
|---|---|
| Date range | Picks the payment date, not the invoice date. |
| By service line | Drill into one category. |
| By payment method | Card vs. ACH vs. cash vs. check. |
Common patterns
| Pattern | What it means |
|---|---|
| Spikes in installation revenue weeks after a marketing push | Confirms the funnel. |
| Membership revenue plateauing | Your enrollment rate has stalled. Tackle on a sales meeting. |
| Cash + check >> card | Your customers prefer offline payments. Consider whether sending more payment links would shift it. |
What's NOT here
- Pending / unpaid invoices — those live in AR aging.
- Refunds and chargebacks — handled in Stripe, not reflected here today.