Add and Edit Actual Revenue

ADD REVENUE

Add deal revenue by adding product invoices detailing the fees involved to the deal’s financials.

1. Click on the blue + on the right bottom corner and click Add Invoice.

   

2. Select the product you want to add the invoice for, enter date, amount, and choose from the type of fees and save. You can view the summary with total actual revenue, actual revenue year-to-date and actual revenue previous year.

EDIT REVENUE

1. Click on the financials tab, find the invoice you want to edit.

2. You can inline edit the fields under the product invoices and save.