Reviewing Revenue

Revenue By Company

The 'Revenue By Company' page allows you to review referrals and revenue.
 
1. Referral Company Click on the Referral Company.

2. Lost Referrals Click on Program Title to view lost revenue for that program.
 
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Reviewing Referral Revenue By Company

When you click on a company link, it will show you:
 
1. Date Range Select a date range to view referrals and revenue, then click on 'View'. To show all referral revenue click on the link 'Show All Referral Revenue'.
 
2. Print Invoice  Select a date range above, click on 'View', then click on the 'Print Invoice' link to view your invoice. To the right you'll see the Date Range Total and the Balance owed to you.

3. Referral Revenue  This shows you the your referral revenue and data collected.

4. Totals  These are the subtotal, taxes, and total revenue for this Referral Program.
 
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Reviewing Referral Revenue By Date

To view your revenue by date, click on the top bar 'Referrals' then from the dropdown menu click on 'Revenue By Date', it will show you:
 
1. Revenue Summary It will list all of your referral programs; Pay Per Click, Lead, Directory and the total revenues earned.

2. View Revenue  You can also select a date range to view revenue, then click on 'View'. To show all referral revenue click on the link 'Show All Referral Revenue'.
 
3. Revenue By Day By clicking on this link you will see your revenue details for that day.
 
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Recording Referral Payments

To manage and record referral payments, go to the 'Referrals' tab in the menu bar and select 'Referral Payments'.
 
1. Payments Owed To You  These are the payments owed to you by your referral companies. To generate an invoice to send your company, go to the top menu 'Referrals' and from the dropdown click on 'Referral By Company'. Click on the company on the right, then select a date range, then click on 'Print Invoice'.
 
2. Payment Amount  Enter the amount of the payment received in this box.

3. Reference Number/Note Enter the form of payment, any reference numbers, or notes here.

4. Record Payment  Click the 'Record Payment' link and balance owed will be reduced by the amount you entered. It will then show up below in the 'Payments Made To You' table below.
 
5. Payments Made To You  These are the payments you've received and recorded.

6. Edit Payment The 'Edit' link will allow you to add a reference number or change the amount. 

7. Delete Payment  The 'Delete' link will delete this payment. You may use this for a bounced check.

If any of your test referrals show up here and you want to delete them, go to the Revenue By Company, click on the company name, then delete the test referrals.        
 
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