Skip to main content

Add and Check Revenue

Keep track of your revenue at the job level or the client level. This lets you monitor fees and placements associated with specific positions or client accounts.

Add Revenue to a Job

  1. Find the job and open its profile page.
  2. Click on the Revenue tab.
  3. Click + Add Revenue.
  4. Fill in the revenue request form:
    • Client or job related to the action
    • Revenue owner
    • Percentage
    • Date
    • Amount
  5. Click the + button to upload the entry.
  6. Optionally, add a description or additional notes in the description box.

Add Revenue to a Client

  1. Open the client's profile page.
  2. Click on the Revenue tab.
  3. Click Add Revenue.
  4. Fill out the form with the client revenue details (client name, date, amount, and related information).
  5. Click Save.

Edit or Delete a Revenue Entry

  1. Go to the Revenue tab of the relevant job or client.
  2. Find the revenue entry you want to modify.
  3. Click the â‹® button next to the revenue reference.
  4. Select Edit to update the entry, or Delete to remove it.