The Revenue Share Balance report summarizes vendor revenue-share invoices and their balances over a period — useful if you split revenue with vendors or partners.
Where to Find It
Reports → Financial Reports → Revenue Share Balance Report
What This Report Shows
Order number and client
Order total and dates
Invoice amount and payment status
Filters You Can Apply
Date range — based on the order start date. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Vendor invoice type
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note what this report leaves out automatically:
Only active vendor invoices are included.
You only see invoices for the locations you have access to.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Revenue Share Balance report, contact us at [email protected].