Revenue Sources and Statuses
What each source and status means
The revenue table records every payment that flows through Edge. Each entry has a source indicating where the payment came from and a status indicating its current state.
Revenue Sources
invoice
— Payment received when a client pays an invoice via the Pay Now link.
manual
— A payment recorded manually by a team member, not tied to an automated flow.
stripe
— Payment processed through a connected Stripe account.
paypal
— Payment processed through a connected PayPal account.
trigger
— Payment generated by a trigger billing action (`client_confirm`). Starts as `pending` until the client pays.
Revenue Statuses
confirmed
— Payment has been successfully collected and finalized.
pending
— Payment has been initiated but not yet completed. Common for trigger-generated revenue awaiting client payment.
refunded
— Payment was collected but later returned to the client in full or in part.
disputed
— The client has filed a dispute or chargeback. The payment is held until resolution.
Revenue Fields Quick Reference
| Field | Type | Description |
|---|---|---|
| rev_amount | decimal | The gross payment amount before fees. |
| rev_transaction_fee | decimal | Processing fee charged by the payment provider. |
| rev_net_amount | decimal | Amount after subtracting transaction fees (`rev_amount - rev_transaction_fee`). |
| rev_currency | string | Three-letter currency code (e.g., `USD`, `EUR`). |
| rev_payment_method | string | Payment method used (e.g., `card`, `bank_transfer`, `paypal`). |
| rev_reference_id | string | External reference from the payment provider (e.g., Stripe charge ID). |
| rev_trigger_id | string | ID of the trigger that generated this revenue entry. Null for non-trigger sources. |
| rev_meta | json | Additional metadata stored as JSON. Contents vary by source. |
