Skip to main content
rendevo

Using the Financials Page

Track your business revenue, monitor team payouts, and maintain accurate financial records. The Financials page provides a complete overview of money flowing through your business.

Accessing Financials

  1. Click Financials in the sidebar
  2. Available on: Solo, Growth, and Business plans

ℹ️ Note: Free plan users see a preview with upgrade prompt. Upgrade to Solo or higher for full access.

Summary Cards

At the top of the page, four cards show key financial metrics:

Gross Revenue

What it shows: Total money collected from all bookings in the selected period

Includes:

  • Paid appointments
  • Paid experience bookings
  • All payment methods (card, cash marked as paid)

Excludes:

  • Refunded amounts
  • Pending payments (not yet collected)
  • Free bookings

Example: You collected €4,200 from 85 bookings this month

Team Payouts

What it shows: Total amount paid or owed to team members

Includes:

  • Processed payouts (already sent)
  • Pending payouts (scheduled but not yet sent)

Calculation: Based on commission rules you've configured for each team member and service

Example: €1,680 total payouts (40% average commission on €4,200 revenue)

Net Revenue

What it shows: Your actual take-home after team payouts

Formula: Gross Revenue − Team Payouts = Net Revenue

Example: €4,200 − €1,680 = €2,520 net revenue

⚠️ Important: This doesn't account for Stripe fees, overhead, or other business expenses. It's gross minus team share only.

Pending Payouts

What it shows: Money scheduled for team payouts but not yet processed

Why pending:

  • Within payout delay period (e.g., 24-48 hours after booking completion)
  • Awaiting payout batch processing
  • Below minimum payout threshold

Example: €340 will be paid to team members in the next payout cycle

Date Range Selection

Filter your financial data by time period:

Preset Ranges

  • Today: Current day only
  • This Week: Monday to today
  • This Month: 1st of month to today
  • Last Month: Previous complete month
  • Last 3 Months: Rolling 90 days
  • This Year: January 1 to today

Custom Range

  1. Click the date range selector
  2. Choose "Custom"
  3. Select start date
  4. Select end date
  5. Apply

💡 Tip: Use monthly ranges for accounting reconciliation. Use "This Week" for day-to-day monitoring.

Transaction Ledger

The detailed record of all financial transactions.

Understanding Columns

Column Description
Date When transaction occurred
Type Category of transaction
Description Details about the transaction
Amount Value (positive = revenue, negative = expense)
Status Current state of transaction

Transaction Types

Revenue (positive amounts)

  • Payment received for booking
  • Shows customer name, service, and booking reference

Team Payout (negative amounts)

  • Commission paid to team member
  • Shows team member name and related booking

Refund (negative amounts)

  • Money returned to customer
  • Shows original booking reference

Status Values

Status Meaning
Completed Transaction processed and finalized
Pending Awaiting processing (payout in delay period)
Failed Transaction couldn't be processed
Cancelled Transaction was cancelled before processing

Filtering Transactions

Use filters to find specific transactions:

  • By Type: Revenue, Payout, Refund
  • By Status: Completed, Pending, Failed
  • By Team Member: Filter payouts by staff
  • By Amount Range: Find large or small transactions

Exporting Data

Export your financial data for accounting, taxes, or analysis.

How to Export

  1. Set your desired date range
  2. Apply any filters
  3. Click Export CSV
  4. File downloads to your computer

What's Included

The CSV export contains:

  • All transactions in the selected range
  • Date and time
  • Transaction type
  • Description
  • Amount
  • Status
  • Related booking ID (for reference)

Using Exported Data

For Accountants:

  • Import into accounting software (QuickBooks, Xero, Wave)
  • Reconcile with bank statements
  • Prepare financial reports

For Taxes:

  • Calculate total revenue
  • Document expenses (team payouts)
  • Keep as backup records

For Analysis:

  • Open in Excel or Google Sheets
  • Create pivot tables for insights
  • Track trends over time

💡 Tip: Export monthly and store securely. Create a folder structure: Financials/2025/January.csv

Understanding Your Numbers

Revenue Recognition

Revenue is recorded when:

  • Payment is collected (card payment)
  • You mark as paid (cash/bank transfer)

Not when:

  • Booking is created (unless paid)
  • Service is delivered (payment could have been earlier)

Payout Timing

Team payouts process according to your settings:

  1. Booking completed (service delivered)
  2. Delay period passes (e.g., 24-48 hours)
  3. Payout scheduled (appears as pending)
  4. Payout processed (sent to team member's bank)

Refund Impact

When you refund a payment:

  1. Refund amount appears as negative revenue
  2. If team was already paid: payout stands (you absorb loss)
  3. If payout was pending: payout may be adjusted

⚠️ Important: Stripe fees are not refunded. A €100 payment with €2.90 fees refunds €100 to customer, but you're out €102.90 total.

Reporting Use Cases

Monthly Revenue Report

  1. Set date range to last month
  2. Note Gross Revenue from summary card
  3. Export CSV for detailed breakdown
  4. Compare with previous months

Tax Preparation

  1. Set date range to tax year
  2. Export all transactions
  3. Provide to accountant with:
    • Total revenue (Gross Revenue card)
    • Total expenses (Team Payouts card)
    • Transaction detail (CSV export)

Team Performance

  1. Filter by team member
  2. See their total bookings and revenue
  3. Compare payout to revenue ratio
  4. Identify top performers

Cash vs. Card Analysis

  1. Export transactions
  2. In spreadsheet, filter by description
  3. Separate "marked as paid" (cash) from regular payments
  4. Understand payment method distribution

Common Questions

Q: Why doesn't Net Revenue match my bank deposits? A: Stripe payouts have their own schedule (usually 2-7 days). Also, Stripe takes processing fees that aren't shown in Net Revenue.

Q: Can I see Stripe fees in Financials? A: Currently, Stripe fees are not displayed in rendevo Financials. Check your Stripe Dashboard for fee details.

Q: Why is a transaction showing as "Pending"? A: For team payouts, this means within the delay period you've set. For payments, it means awaiting processing.

Q: How do I handle cash payments in reporting? A: Use "Mark as Paid" when collecting cash. These appear in Financials as revenue but won't show in Stripe reports.

Q: Can I generate reports for specific services? A: Currently, Financials shows all services together. Export to CSV and filter by service in a spreadsheet.

Q: What happens if I change commission rates? A: New rates apply to new bookings only. Existing pending payouts use the rate at time of booking.

Best Practices

Daily Monitoring

  • Check "Today" range for daily revenue
  • Verify pending payouts look correct
  • Investigate any failed transactions

Weekly Review

  • Compare this week to last week
  • Check team payout totals
  • Review any refunds

Monthly Closing

  • Export full month's data
  • Reconcile with bank statements
  • Archive CSV for records
  • Note any discrepancies to investigate

Annual Preparation

  • Export entire year
  • Create summary for tax filing
  • Store securely for 7+ years
  • Review trends for business planning

Related Articles

The Financials page gives you clarity on your business's financial health! 📊