Revenue · BGPVR Operator guide

Read the totals

Pick This month, Last month, This year or Custom. Each currency has its own card: paid − refunded = net, compared with the same days before ("New" when the currency had nothing before). Only paid money counts; cancelled entries never do.

Month by month

One chart per currency, the last 12 months after refunds; their heights are not comparable. Hover, focus or tap a bar to read its month; the outlined bar is this month so far.

Where the money came from

Per currency: by plan, by add-on and extra device, and by how clients paid. Manual = payments your staff recorded (cash, bank transfer, other).

Record a payment

Record a payment (needs "Record payments"): pick the client, what it is for (plan, add-on, extra device), the amount and currency, how it was paid (cash, bank transfer, other + how), the date and the receipt number or bank reference. A different currency or amount warns but is allowed: it counts under the currency received. Ticked, a plan extends from the current end date, or from the payment date if it had ended; an add-on is turned on; an extra device slot is added. An add-on the client's package cannot deliver is refused. The same payment twice within 30 seconds is refused as a duplicate.

Find a client by phone (2.9.407)

In Record a payment, the client search finds a phone however it was typed: "07700 900123", "+44 7700 900123", "0044 7700 900123" and "447700900123" find each other, and "0888 123 456" finds "+359 888 123 456" (at least 6 digits; shorter numbers match as typed).

Cancel a recorded payment

Client › Payments › Cancel payment. It stays in the history crossed out, with who and when, and stops counting. Its days come off the end date, the banked gift / referral days it used go back to the bank, and settings it changed (package, limits, features) go back when nothing else changed them since. The person who recorded it can cancel within 24 hours; admins any time. Online payments are refunded in their own gateway.

Record a refund

Client › Payments › Record a refund, for a recorded payment: money given back, as its own minus line today, at most what is left. The same 24-hour rule as cancelling. A full refund of an add-on or extra-device payment takes the add-on or the device slot back, unless another payment or the package still covers it.

Export CSV for the accountant

Export CSV: one line per payment or refund with its own currency, a total per currency at the end, never one grand total. Semicolon with decimal comma (Excel in Bulgarian and most of Europe) or comma with decimal point (Excel in English, Google Sheets). The file states the period, your tax information and the time zone. Personal data (client name, username, e-mail, staff note, receipt or bank reference) is in only when you tick it.

A payment marked NOT GIVEN or REFUNDED (2.9.403)

NOT GIVEN on a payment means the account could not receive what was paid when the payment arrived (the plan ended meanwhile, the device limit): refund it or give it by hand. A refund at Stripe, PayPal, NOWPayments or CoinGate takes back the add-ons and packs that payment gave and says so on the payment; "NOT TAKEN BACK" means nothing matched: check by hand.

Watch out

The suite records what clients paid (gross). It is not an invoicing or fiscal system and calculates no tax: your accountant handles tax. A cash receipt from the suite is not a fiscal receipt.
Deleting a client or a plan keeps their payments: the name stays, shown as "(client deleted)". An account erased on request keeps its payments for the accounts, without a name.
A Stripe refund arrives as its own minus line on the day of the refund, so last month's total never moves.
ePay and Revolut are being rebuilt and are not offered to subscribers yet; your keys are kept.
"See revenue" only reads (Revenue, a client's Payments tab, the CSV); recording, cancelling and refunding need "Record payments".