Tracking Revenue in Edge
Filter, analyze, and export billing income from all sources
Before You Begin
- At least one completed payment in Edge
Every payment in Edge — from invoices, subscriptions, triggers, or manual entries — writes a row to the revenue ledger. The revenue table gives you a single view of all billing income with filtering by source, status, and date range.
Steps
Open the revenue dashboard
Navigate to Edge → Revenue from the left sidebar to open the revenue table.
Read the table
Each row represents a payment. Columns include amount, source, status, date, contact, and payment method.
Filter by source
Use the Source filter to view only payments from a specific origin: invoice, subscription, trigger, manual, stripe, or paypal.
Filter by status
Use the Status filter to narrow to confirmed, pending, refunded, or disputed payments.
Filter by date range
Set a start and end date to view revenue within a specific period.
View payment details
Click any row to see the full payment record including transaction fees, net amount, payment method, and reference ID.
View trigger details
For trigger-generated revenue, the detail view shows the rev_trigger_id linking back to the originating trigger.
Export to CSV
Click Export to download the current filtered view as a CSV file for reporting or accounting.
Result
You can track all billing income from a single table, filter to any slice of data, and export for external reporting.
Tip: Revenue from client_confirm triggers starts with a pending status and moves to confirmed once the client completes payment via the Pay Now link.
