Reading the Earnings Page

Availability: all plans

The Earnings page answers two questions: how much money have your customers paid you, and how much of it has reached your bank account. It shows totals for card payments you have collected and refunded, followed by a list of the payouts your payment processor has sent to your bank. This guide explains each figure and each column so you can match the page to your bank statement.

Before you start

You need permission to view financial reports. If your role does not include it, Earnings does not appear in the Money menu.
Payouts only appear once you have a connected payment account and have taken card payments. See the guide on connecting your payment account.
The page is read-only. It reports what has happened; nothing on it moves money.

Steps

Open Money, then Earnings. The page is also reachable from the Earnings tab on the Money pages.
Read the four cards at the top.
- Net Collected is the money you have collected, less refunds. Underneath, the page spells out the sum: the amount collected minus the amount refunded. Payments that were later fully refunded still count as collected, and the refund is subtracted, so the figure matches what you kept.
- Paid Out is the total of payouts that have completed, described as settled to your bank account. If your processor reports fees, a smaller line shows the fees and the net amount after fees.
- Payouts in progress is the total of payouts that have been started but have not yet landed: those pending or in transit to your bank.
- Last Payout shows the amount, the date it was initiated and its status. Before the first payout it shows a dash and No payouts yet.
Scroll to the Payouts table, which lists transfers from your processor to your bank account, most recent first. The columns are:
- Initiated: the date the payout was started.
- Amount: the payout total.
- Fees / Net: shown only when your processor reports fees. It displays the fees taken and the net amount that reached your bank; a dash means no fee detail was reported for that payout.
- Status: Paid, In Transit, Pending, Failed or Canceled.
- Expected Arrival: the date the processor expects the money to land, or a dash if none was given.
- Method: how the payout is sent.
- Reference: the processor's payout identifier. Quote it if you need to ask your processor about a specific payout.
To see more rows at once, use Show above the table and choose 25, 50 or 100. If there are more payouts than fit, a page selector appears below the table.

Tips

To tie a bank deposit to the page, find the payout with the same amount and an Expected Arrival near the deposit date, then use its Reference with your processor.
Net Collected is not a bank balance. It counts what customers paid, whether or not a payout has covered it yet. The gap between Net Collected and Paid Out is money still being processed or awaiting payout, apart from any fees.
When fees are not reported, amounts are gross of processor fees. The page says so, and the exact deposit appears on your bank statement and in your processor's own dashboard.
Payments recorded outside ServiceVisit, such as cash or a check, are tracked on the Payments list, not as payouts. See the guide on taking and recording payments.

If something goes wrong

Some earnings data could not be loaded. A red notice says figures may be incomplete. Refresh the page and try again.
No payouts yet. The table is empty until your processor transfers collected card payments to your bank.
Earnings is missing from the menu. Ask the person who administers users on your account to give your role access to financial reports.
Numbers disagree with the Payments list. The Payments list shows individual invoice payments; this page totals collected payments, refunds and payouts. For a refund that is pending or recorded, see the guide on refunds and credits.

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