Revenue & Reporting Behavior
How payments become revenue numbers, and what service date vs payment date means.
This page explains how payments turn into revenue numbers in TatTool. It intentionally does not cover accounting ledgers.
Definition
In TatTool, revenue is verified payments minus verified refunds.
What Counts As Revenue In TatTool
In TatTool, revenue is:
- Verified payments
- Minus verified refunds
Recorded (not verified) payments are not included.
Payment Date Vs Service Date
Revenue can be viewed by:
- Payment date
- Service date (default)
Service date ties revenue to when the work happens. Payment date ties revenue to when money is received.
Default Behavior For Deposits
By default:
- Deposits are recognized on the service date
- Service payments are recognized on the service date
This reflects how deposits are typically held until the booking takes place.
You can override this behavior using filters when viewing reports and insights.
Booking Cancellation Scenarios
Payments are never automatically changed when a booking changes:
- Canceling a booking does not affect payments
- Deleting a booking does not affect payments
- Revenue remains counted unless a refund is registered
This supports workflows like:
- Keeping deposits for late cancellations
- Refunding deposits before canceling when appropriate
Common confusion
Canceling a booking does not remove revenue. Register a refund if the money should no longer count.
What "Revenue" Means In TatTool
Revenue in TatTool represents verified payments (minus verified refunds) using the reporting view you choose (service date or payment date).