Revenue
Track all money coming into your business. Revenue entries can be added manually, linked to paid tickets, or set up as recurring entries for retainers and subscriptions. Pair with the Expenses page to see your net profit for any period.
Summary cards
The top of the Revenue page shows summary cards for the selected period:
| Card | What it shows |
|---|---|
| Revenue | Total of all revenue entries in the period |
| Costs | Total logged expenses in the period |
| Net Profit | Revenue minus Costs. Green means profit, red means costs exceeded revenue. |
| Work type cards | One card per work type that has revenue in the period (e.g. Network, Hardware, Printer). Shows the total and entry count for that category. |
Click any work type card to filter the table to that category. The active card is highlighted. Click it again to clear the filter. This is equivalent to selecting the same value in the Work Types dropdown below the cards.
Adding revenue manually
Click + Add Revenue to open the entry form. Fill in:
| Field | Notes |
|---|---|
| Description | Required. What the payment was for. |
| Amount | Required. Dollar amount received. |
| Date | Required. When the revenue was received. |
| Payment Fee | Optional. If a processor (Square, Stripe, PayPal) took a fee, enter the amount here. Servelo automatically creates a Payment Fees expense entry for that amount so it appears in your cost totals. |
| Category | Optional. Revenue category, customizable in Settings > Categories. |
| Client | Optional. Search for and link a client record. |
Recurring revenue
Check Recurring to create a recurring revenue plan — useful for monthly retainers, subscriptions, or any predictable recurring income. Servelo creates one entry per period automatically as each period comes due, so your revenue list stays current without you having to do anything.
| Option | Description |
|---|---|
| Weekly | One entry every 7 days |
| Bi-weekly | One entry every 14 days |
| Monthly | Same day each month |
| Quarterly | Same day each quarter |
| Custom | Every N days (you specify) |
Set the Start Date to the date of the first entry. If the start date is today or in the past, the first entry is created immediately when you save the plan. Future entries are added automatically by Servelo each day as they come due.
Active plans are shown in a Recurring Plans section below the revenue list. You can pause or cancel a plan at any time — pausing stops new entries from being created, cancelling removes the plan entirely. Individual entries already created are not affected.
Revenue from tickets
When you mark a ticket as Paid on the Revenue page or the ticket itself, Servelo automatically creates a revenue entry linked to that ticket. These entries appear in the revenue list alongside manual entries and show the ticket number in the # column. Clicking them navigates to the ticket.
Deleting a ticket-linked revenue entry removes the entry and marks the ticket as unpaid.
Categories
Revenue categories are fully customizable. Go to Settings > Categories > Revenue Categories to add, rename, or remove them.
Exporting
Click Export CSV to download the currently filtered revenue list. The export includes date, ticket number, client, description, category, and amount. Apply period filters first to scope the export.
Who can do what
| Action | Admin | Technician | Viewer |
|---|---|---|---|
| View revenue | Yes | Yes | Yes |
| Add revenue | Yes | Yes | No |
| Edit revenue | Yes | Yes | No |
| Delete revenue | Yes | No | No |