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Access Revenue Schedules

Overview

Revenue schedules track recognized revenue and schedule the distribution of future revenue into accounting periods. This article explains how to access a revenue schedule from an invoice, invoice item adjustment, and subscription.

How to Access a Revenue Schedule

You can navigate to revenue schedule from an invoice, invoice item adjustment, or subscription.

See Revenue Schedules for conceptual information.

Access from an Invoice

Navigation: Billing > Invoices 

Link to Revenue Schedule from an Invoice

Access from an Invoice Item Adjustment

Navigation: Billing > Invoice Item Adjustments

Link to Revenue Schedule from an Invoice Item Adjustment

Access from Subscription

You can only access manually created revenue schedules from a subscription.

Navigation: Customers > Subscriptions

Click in the Revenue column to access the Charge Revenue Summary. From this page, you can access a revenue schedule on a specific charge.

See Charge Revenue Summary for more information.

Link to Charge Revenue Summary from a Subscription, from which you can access the Revenue Schedule

Revenue Workbench

The Revenue Workbench lists all revenue schedules that have non-zero undistributed revenue on their subscription charges. Navigate directly to revenue schedules that require action from this page. See Revenue Workbench for more information.

Navigation: Finance > Revenue Workbench

Navigation to Revenue Schedules with Undistributed Revenue via Revenue Workbench

Last modified
01:12, 17 Mar 2017

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