Finances · updated 2026-08-08

How to drill into a single order from Orders P&L

Clicking any row in Orders P&L opens a drawer with the money story of that order: summary cards, every payment, every cost, and one-click actions to fix or collect.

1. 1

   Read the summary

   Four cards show "Revenue" (with a note like "Card fees $12.34, you keep $387.66" when fees apply), "Direct Costs", "Profit", and "Margin". The header carries the confidence badge and, when relevant, an explanation box such as "Why partially verified?".

2. 2

   Inspect Revenue and Costs

   The "Revenue" section lists each payment with its method, date, amount, and net after fees. The "Costs" section lists every recorded cost; the landfill amount appears as "Landfill Ticket" and costs with an attached receipt show a "receipt" badge. A "Missing Items" section lists anything the app expected but did not find.

3. 3

   Use the Actions

   "Link Bank Tx" matches an incoming bank transaction to this order's payment. "Add Cost" records a cost. "View Invoice" opens the public invoice. "View Customer" jumps to the customer record. "Charge Extra Fee" starts the extra charge flow.

4. 4

   Collect an unpaid invoice

   If the order has an unpaid invoice, a "Collect Payment" section appears with resend buttons for "Email", "SMS", or "Both", plus "Copy Invoice Link" and "Copy Payment Link". A "Send Invoice" shortcut also sits in the header.

5. 5

   Contact the customer

   Under "Contact Customer", tap the phone number to call or "Text" to open the "Send Text Message" dialog and SMS the customer without leaving the page.