Earnings

Weekly Earnings is one of the insight cards on Home. It summarises the invoices you issued during a chosen week so you can see what that week's work earned, regardless of when clients actually pay. Swipe to the card, or use the arrows beside the date range to move between weeks.

What the card shows

A headline amount: the total collected from invoices issued in the selected week, in the selected currency.
Pending: shown next to the headline when any of that week's invoices are still unpaid. It is the outstanding balance on those invoices.
A bar chart with one bar for each day from Monday to Sunday. Each bar covers the invoices issued that day and is split into:
- the solid lower portion, which is the amount already collected, and
- the lighter upper portion, which is the amount still pending.
A week header with the date range. Use the arrows to step through weeks, or tap the date to return to the current week.
A currency selector when your business has invoices in more than one currency. Amounts only include invoices in the selected currency.
A Create Invoice shortcut.

The card is updated as invoices are issued and paid, so its figures can change while you look at it.

The week is based on the issue date

The most important detail is that TREVY groups earnings by the date each invoice was issued and authorised, not the date a payment arrived.

An invoice issued on a Tuesday belongs to that Tuesday, even if the client pays weeks later. Once paid, its collected amount appears on that Tuesday's bar.
A payment received this week for an invoice issued last month does not move earnings into this week. That invoice stays with the week it was issued.
As a result, each week answers "how much did I earn from the work I invoiced that week?" rather than "how much cash landed that week?"

The week runs from Monday to Sunday in your company's timezone, and the day a bar represents is the weekday the invoice was issued.

Because the card shows each invoice's current position, the paid and pending split for a past week can change after that week has ended as those invoices are paid. Which invoices belong to the week does not change; only how much of them has been collected so far.

What is included

Invoices with a status of Issued, Paid, or Credited that were issued during the selected week.
Successful payments recorded against those invoices, whether taken by Stripe or recorded manually.
The outstanding balance of those invoices while they are still issued and unpaid.

What is not included

Draft invoices, because they have not been issued yet. See Create and edit invoices.
Quotes and jobs. Only invoices count as earnings.
Credit notes and refunds. See Credit notes and refunds.
Test and demo documents.
Client credit applied to settle an invoice. It reduces the pending balance but is not a payment, so it is not counted as collected.

Empty states

If your business has no invoices yet, the card shows zero with a prompt to create your first invoice and a Create Invoice button.
If you have invoices but none were issued in the selected week, the card shows zero for that week and an empty chart. Step back to a week with activity to see data.
If no company currency is configured, the card asks you to set one up instead of showing amounts.