Managing revenue

The Revenue section (also called outbound invoices) is where you manage invoices you send to your customers — the money owed to you.

The revenue page

Navigate to Accounting > Revenue to see all your outbound invoices. Each entry shows:

• Invoice number — Your invoice reference.
• Customer name — Who the invoice was sent to.
• Amount and currency — The total invoice value.
• Payment status — Whether the customer has paid, partially paid, or the invoice is overdue.
• Line items — A preview of the invoiced items.

Creating invoices

Click Create invoice to build a new outbound invoice:

1. Select a customer -- Choose from your existing customer list or create a new one.
2. Add line items -- Enter descriptions, quantities, unit prices, and tax rates for each item.
3. Set terms -- Invoice date, due date, and payment terms.
4. Review and save -- Check the totals and save the invoice.

Editing line items

On unlocked invoices, you can edit line items inline. Each line item supports:

• Description -- What the item is for.
• Quantity and unit amount -- The number of units and price per unit.
• Tax category -- Standard VAT (S), zero-rated (Z), or exempt (E).
• Tax amount -- Editable per line item.
• Discount -- A per-line discount amount.
• Deductibility -- The deductible percentage (100%, 50%, etc.).

As you edit, the invoice totals recalculate live. If your changes differ from the original amounts, the old totals are shown with a strikethrough for easy comparison.

You can select and remove multiple line items at once using bulk selection (checkboxes with Shift+click support).

Shipping

If the invoice includes shipping costs, use the Shipping toggle on the invoice detail page to add or remove a shipping total. The shipping amount is editable when the invoice is unlocked.

Price includes tax

Use the Price includes tax toggle to switch between tax-exclusive (net) and tax-inclusive (gross) line item amounts. When enabled, VAT is calculated backwards from the total rather than added on top.

Uploading revenue invoices

If you create invoices in another system, you can upload them to Financica:

1. Click Upload revenue.
2. Upload the PDF or image of the invoice.
3. Financica's OCR engine will parse the document and extract the details.
4. Review, correct, and save.

Invoice details

Click any revenue invoice to view:

• Full invoice content — All line items, amounts, tax details, and totals.
• Customer information — Name, address, and VAT number.
• Payment tracking — Which bank transactions have been applied as payments.
• Related credit notes — If a credit note has been issued against this invoice.
• Peppol/EDI status — If the invoice was transmitted electronically, you can see the delivery status.
• Audit trail — History of all changes.

Stripe integration

If your business uses Stripe for payments, Financica can sync your Stripe transactions and automatically create corresponding revenue records. Configure this from Data Sources > Other Sources.

Reconciling revenue

When a customer payment arrives in your bank account:

1. The bank transaction is imported by Financica.
2. You (or the system) link the transaction to the corresponding invoice.
3. The invoice status updates to reflect the payment.
4. Both records cross-reference each other for a complete audit trail.

How payment linking affects the transaction

When you link a bank transaction to an invoice, Financica handles the accounting automatically so your books stay correct without extra steps on your part.

The linked leg is locked. The portion of the bank transaction that matches the invoice is marked as an invoice receipt and shown with a lock icon in the transaction detail view. You cannot re-categorise it while the link is active — its "category" is the invoice itself. Unlink the payment to free the leg for manual editing.

Partial payments create a split. If you apply only part of a bank transaction to an invoice (for example, a 1.00 EUR transfer where only 0.61 EUR covers the remaining balance), Financica splits the transaction leg into two:

• The applied portion (0.61 EUR) is locked as the invoice receipt.
• The remainder (0.39 EUR) remains a separate, freely editable leg that you can categorise as you normally would.

This keeps each part of the transaction independently addressable without creating extra transactions in your books.

Unlinking a payment reverses the split. If you remove the link between a bank transaction and an invoice, any splits are merged back and any locked leg is freed for editing, restoring the transaction to its state before linking.

Transaction consolidation

When you link a bank transaction to an invoice, Financica may consolidate the invoice journal entry and the bank transaction into a single transaction. This happens when:

• The payment amount exactly matches the invoice total.
• It is the first payment applied to the invoice.
• The transaction has a simple structure (same currency, clear bank and category legs).

When consolidated, you see one transaction in your transactions list that contains both the bank movement and the full invoice breakdown (revenue accounts and VAT). This is the ideal outcome for simple, fully-paid invoices.

If consolidation is not possible -- for example with partial payments, multi-currency transactions, or complex leg structures -- the invoice journal entry and bank transaction remain as two separate transactions. Both are visible in your transactions list and cross-reference each other. This is normal and your books are still correct; the two transactions together represent the complete picture.

If you unlink a consolidated payment, the consolidation is reversed and the original transactions are restored.