Revenue

The Revenue tab houses your company's revenue report. All invoices that are finalized will appear in this report. The revenue report can be accessed by going to Accounting ---> Revenue

Revenue is counted as finalized in Sera once a work completed signature is obtained in the Tech App OR once there is a manual override to the work completed signature within the Admin Portal. If the work is not completed, the Job will be classified as Pending Revenue until a work completed signature is obtained to signify the job's completion.

The Revenue report allows you to filter All invoices including cancelled, pending and voided, or just invoices that are finalized, along with the ability to filter invoices that are attached to a job.

The report contains a field for completed date, invoice number, customer name, email address, phone number, billing address, job number, department, last emailed date, opportunity owner, class, batch date, revenue amount, and the balance.  

Note: A system update was made 11/4/2024 to track Last Emailed Date.  Emails for invoices prior to that date will not be reflected in the report.

An option to download this report also appears on the top right.