A tour of the deepest customer tab — stat tiles, the NEEDS ATTENTION banner, quick actions, and the six money sections.
The FINANCIALS tab is the deepest tab on a customer: one screen holding the entire money picture for the account, from lifetime value down to individual refunds. If you only learn one financial screen in Revolve Core, make it this one.
§Stat tiles
The top row answers the big questions at a glance: LTV, Contract, Collected, and Balance. A secondary row goes deeper: profit margin, net profit, credit, overdue, and refunded amounts.
When something needs a human — margin running low, an invoice overdue — a NEEDS ATTENTION banner appears above the tiles so problems surface without hunting.
§Quick actions
Every quick action opens an in-place modal, so you never leave the tab:
| Action | What it does |
|---|---|
+ RECORD PAYMENT | Log a payment received against this customer. |
+ ADD EXPENSE | Record a job cost — materials, labor, subs. |
↥ EXTERNAL INVOICE | Bring in an invoice billed outside Revolve Core. |
↩ REFUND CREDIT | Issue a refund or an account credit. |
✓ APPLY CREDIT | Apply an existing credit to an open balance. |
§ LIEN WAIVER | Generate a lien waiver. |
± CHANGE ORDER | Record a scope change against the job. |
◆ AIA G702/G703 | Produce AIA progress-billing forms. |
§The six sections
- ◆
INVOICES— every invoice withALL/DRAFT/SENT/PAID/OVERDUEfilters. - ◆
PAYMENTS— the full payment history for the account. - ◆
EXPENSES— job costs, feeding the margin and net-profit tiles. - ◆
CHANGE ORDERS— every recorded scope change. - ◆
COMMISSIONS— the commissions ledger: calculate, view my entry, approve. - ◆
REFUNDS— refunds issued, matching the refunded stat tile.
§Multi-job customers
On customers with more than one job, the job picker at the top scopes the tab to a single job or ALL JOBS, so the tiles and sections reflect exactly the work you are looking at rather than a blended total.
§Related
- ◆See "Record a payment" for payments, refunds, and credits.
- ◆See "Track expenses" for job costing and where it flows.
- ◆See "Commissions on a customer" in the COMMISSIONS category for the commissions ledger.