Revenue: Tracking and Invoicing

Monitor your revenue, understand invoicing cycles, and track commission payments from your referral partnership.

Overview

Debitura provides comprehensive revenue tracking and transparent invoicing for all referral partner commissions. This guide covers how to monitor your earnings, understand invoice cycles, and manage payments.

Revenue Dashboard

Access Your Dashboard

View real-time revenue metrics:

GET /v1/referral-partners/revenue/dashboard

Response:

{
  "summary": {
    "current_month": {
      "total_commission": { "value": 12500, "currency": "EUR" },
      "cases_attributed": 42,
      "average_commission_per_case": { "value": 298, "currency": "EUR" }
    },
    "last_month": {
      "total_commission": { "value": 11200, "currency": "EUR" },
      "cases_attributed": 38,
      "paid": true
    },
    "year_to_date": {
      "total_commission": { "value": 145000, "currency": "EUR" },
      "cases_attributed": 487
    },
    "all_time": {
      "total_commission": { "value": 423000, "currency": "EUR" },
      "cases_attributed": 1423
    }
  },
  "pending_payment": {
    "amount": { "value": 11200, "currency": "EUR" },
    "invoice_date": "2024-02-01",
    "due_date": "2024-02-15"
  }
}

Key Metrics

Commission Breakdown:

Total commission earned (current period)
Number of attributed cases
Average commission per case
Month-over-month growth

Payment Status:

Pending payments
Paid amounts
Payment schedule

Revenue Tracking

Track Individual Cases

Monitor commission for specific cases:

GET /v1/referral-partners/revenue/cases

Query Parameters:

Parameter	Description
`status`	Filter by payment status: `pending`, `paid`, `reversed`
`month`	Filter by month: `2024-01`
`limit`	Results per page (max 100)

Response:

{
  "cases": [
    {
      "case_id": "case_abc123",
      "client_id": "cli_xyz789",
      "created_at": "2024-01-15T10:00:00Z",
      "amount_collected": { "value": 10000, "currency": "EUR" },
      "debitura_fee": { "value": 2500, "currency": "EUR" },
      "commission": {
        "rate": 0.20,
        "amount": { "value": 500, "currency": "EUR" },
        "status": "paid",
        "paid_at": "2024-02-01T00:00:00Z",
        "invoice_number": "INV-2024-02-001"
      }
    }
  ],
  "summary": {
    "total_cases": 42,
    "total_commission": { "value": 12500, "currency": "EUR" }
  }
}

Revenue by Period

Analyze revenue trends over time:

GET /v1/referral-partners/revenue/periods?start=2024-01&end=2024-12

Response:

{
  "periods": [
    {
      "period": "2024-01",
      "cases_created": 38,
      "cases_collected": 35,
      "total_collected": { "value": 350000, "currency": "EUR" },
      "total_commission": { "value": 11200, "currency": "EUR" },
      "payment_status": "paid",
      "invoice_number": "INV-2024-02-001"
    },
    {
      "period": "2024-02",
      "cases_created": 42,
      "cases_collected": 39,
      "total_collected": { "value": 390000, "currency": "EUR" },
      "total_commission": { "value": 12500, "currency": "EUR" },
      "payment_status": "pending",
      "invoice_number": "INV-2024-03-001"
    }
  ]
}

Revenue by Client

See which clients generate most revenue:

GET /v1/referral-partners/revenue/by-client?period=2024-01

Response:

{
  "clients": [
    {
      "client_id": "cli_abc123",
      "external_id": "customer_001",
      "company_name": "Acme Corporation",
      "cases_count": 12,
      "total_commission": { "value": 3600, "currency": "EUR" },
      "average_commission": { "value": 300, "currency": "EUR" }
    }
  ]
}

Invoicing

Invoice Cycle

Monthly Invoicing:

Invoices generated: 1st of each month
Period covered: Previous calendar month
Payment due: 15 days from invoice date
Payment method: Bank transfer

Timeline Example:

January 1-31: Cases collected, commission accrued
February 1: Invoice generated for January
February 15: Payment due
February 15-20: Payment processed

Invoice Structure

Invoice includes:

Partner details
Invoice period (e.g., January 2024)
Line items for each case
Subtotal by case status
Adjustments (if any)
Total commission due
Payment terms

View Invoices

List all invoices:

GET /v1/referral-partners/invoices

Response:

{
  "invoices": [
    {
      "invoice_number": "INV-2024-02-001",
      "period": "2024-01",
      "issued_date": "2024-02-01",
      "due_date": "2024-02-15",
      "amount": { "value": 11200, "currency": "EUR" },
      "status": "paid",
      "paid_date": "2024-02-14",
      "payment_reference": "REF-2024-02-14-001",
      "pdf_url": "https://api.debitura.com/invoices/INV-2024-02-001.pdf"
    }
  ]
}

Download Invoice

Get invoice PDF:

GET /v1/referral-partners/invoices/{invoice_number}/pdf

Returns PDF file for download.

Invoice Details

Detailed breakdown of an invoice:

GET /v1/referral-partners/invoices/{invoice_number}

Response:

{
  "invoice_number": "INV-2024-02-001",
  "period": "2024-01",
  "partner": {
    "partner_id": "ref_partner_123",
    "company_name": "Your Platform AB",
    "vat_number": "SE123456789001",
    "address": {
      "street": "Kungsgatan 1",
      "city": "Stockholm",
      "postal_code": "111 43",
      "country": "SE"
    }
  },
  "line_items": [
    {
      "description": "Commission on 38 cases",
      "quantity": 38,
      "amount": { "value": 11200, "currency": "EUR" }
    }
  ],
  "adjustments": [
    {
      "description": "Previous period adjustment",
      "amount": { "value": -150, "currency": "EUR" },
      "reason": "Refunded case from Dec 2023"
    }
  ],
  "subtotal": { "value": 11200, "currency": "EUR" },
  "adjustments_total": { "value": -150, "currency": "EUR" },
  "total": { "value": 11050, "currency": "EUR" },
  "vat_included": false
}

Payment Processing

Payment Methods

Bank Transfer (Default):

Automatic bank transfer
1-3 business days processing
No fees deducted

PayPal:

Optional payment method
Faster processing (1 day)
May incur PayPal fees

Configure Payment Details

Set up or update payment information:

POST /v1/referral-partners/payment-details

Request:

{
  "method": "bank_transfer",
  "bank_account": {
    "iban": "SE4550000000058398257466",
    "swift": "ESSESESS",
    "account_holder": "Your Platform AB",
    "bank_name": "SEB"
  },
  "billing_address": {
    "company_name": "Your Platform AB",
    "vat_number": "SE123456789001",
    "street": "Kungsgatan 1",
    "city": "Stockholm",
    "postal_code": "111 43",
    "country": "SE"
  }
}

Payment Notifications

Receive notification when payment is processed:

Webhook Event:

{
  "event": "invoice.paid",
  "data": {
    "invoice_number": "INV-2024-02-001",
    "amount": { "value": 11200, "currency": "EUR" },
    "paid_date": "2024-02-14",
    "payment_reference": "REF-2024-02-14-001",
    "period": "2024-01"
  }
}

Payment Status

Check payment status for an invoice:

GET /v1/referral-partners/invoices/{invoice_number}/payment-status

Response:

{
  "invoice_number": "INV-2024-02-001",
  "status": "paid",
  "amount": { "value": 11200, "currency": "EUR" },
  "paid_date": "2024-02-14T10:30:00Z",
  "payment_method": "bank_transfer",
  "reference": "REF-2024-02-14-001"
}

Reporting

Export Revenue Data

Export revenue data for your own reporting:

GET /v1/referral-partners/revenue/export?format=csv&period=2024-01

Formats:

csv - Comma-separated values
xlsx - Excel spreadsheet
json - JSON format

CSV Example:

case_id,client_id,created_at,amount_collected,commission,status
case_abc123,cli_xyz789,2024-01-15,10000.00,500.00,paid
case_def456,cli_xyz789,2024-01-20,5000.00,250.00,paid

Custom Reports

Generate custom revenue reports:

POST /v1/referral-partners/reports/custom

Request:

{
  "report_type": "revenue_summary",
  "period": {
    "start": "2024-01-01",
    "end": "2024-12-31"
  },
  "group_by": "month",
  "metrics": ["commission", "cases_count", "collection_rate"],
  "format": "xlsx"
}

Response:

{
  "report_id": "rpt_abc123",
  "status": "generating",
  "estimated_completion": "2024-01-15T10:05:00Z",
  "download_url": null
}

Receive webhook when report is ready:

{
  "event": "report.ready",
  "data": {
    "report_id": "rpt_abc123",
    "download_url": "https://api.debitura.com/reports/rpt_abc123.xlsx",
    "expires_at": "2024-01-22T10:00:00Z"
  }
}

Analytics

Performance Metrics

Track key performance indicators:

GET /v1/referral-partners/analytics/performance

Response:

{
  "period": "2024-01",
  "kpis": {
    "total_commission": { "value": 11200, "currency": "EUR" },
    "cases_created": 42,
    "cases_collected": 39,
    "collection_rate": 0.929,
    "average_days_to_collection": 28,
    "commission_per_case": { "value": 287, "currency": "EUR" },
    "growth": {
      "commission_growth": 0.116,
      "case_growth": 0.105
    }
  }
}

Identify trends in your revenue:

GET /v1/referral-partners/analytics/trends?period=last_6_months

Response:

{
  "trends": {
    "commission_trend": "increasing",
    "average_commission_trend": "stable",
    "case_volume_trend": "increasing",
    "insights": [
      "Commission increased 11.6% vs. previous month",
      "Case volume growing at 10.5% monthly rate",
      "Collection rate improved 2% vs. 6-month average"
    ]
  }
}

Adjustments

Understanding Adjustments

Adjustments may appear on invoices for:

Refunds: Customer refunded after payment
Corrections: Calculation errors
Disputed Cases: Attribution disputes resolved
Currency Adjustments: Exchange rate corrections

Adjustment Notifications

Receive notification of adjustments:

Webhook Event:

{
  "event": "revenue.adjustment",
  "data": {
    "adjustment_id": "adj_abc123",
    "type": "refund",
    "case_id": "case_xyz789",
    "amount": { "value": -500, "currency": "EUR" },
    "reason": "Customer refund processed",
    "applied_to_invoice": "INV-2024-03-001"
  }
}

View Adjustments

List all adjustments:

GET /v1/referral-partners/revenue/adjustments

Response:

{
  "adjustments": [
    {
      "adjustment_id": "adj_abc123",
      "type": "refund",
      "case_id": "case_xyz789",
      "amount": { "value": -500, "currency": "EUR" },
      "reason": "Customer refund processed",
      "created_at": "2024-02-10T14:30:00Z",
      "applied_to_invoice": "INV-2024-03-001"
    }
  ]
}

Tax and Compliance

VAT Handling

Reverse Charge Mechanism: For EU B2B partnerships, VAT is typically handled via reverse charge:

Invoices issued without VAT
You account for VAT in your country
Requires valid VAT number

Configure VAT:

POST /v1/referral-partners/tax-settings

Request:

{
  "vat_number": "SE123456789001",
  "tax_country": "SE",
  "reverse_charge_applicable": true
}

Tax Documentation

Download annual tax summary:

GET /v1/referral-partners/tax/annual-summary?year=2024

Provides summary for tax filing purposes.

Best Practices

Revenue Monitoring

Check dashboard weekly for real-time tracking
Review invoices promptly when issued
Download PDFs for your records
Export data monthly for your own reporting

Payment Management

Keep payment details updated to avoid delays
Monitor payment notifications via webhooks
Reconcile payments with your accounting system
Contact support immediately if payment issues

Record Keeping

Save all invoices (PDF and data)
Track adjustments and reasons
Export monthly reports for analysis
Archive annual summaries for tax purposes

Troubleshooting

Issue: Commission seems incorrect

Solution:

Check case attribution
Verify collection amounts
Review commission rate in partnership agreement
Check for adjustments

Issue: Payment not received

Solution:

Verify payment details are correct
Check invoice due date
Review payment status via API
Contact Debitura finance team

Issue: Missing cases in revenue report

Solution:

Verify cases are attributed to your partnership
Check if cases have been collected
Review case creation timestamps
Ensure bearer tokens were used

Next Steps

Revenue Attribution - Understand attribution rules
Integration Examples - Code samples
Troubleshooting - Common issues

Overview​

Revenue Dashboard​

Access Your Dashboard​

Key Metrics​

Revenue Tracking​

Track Individual Cases​

Revenue by Period​

Revenue by Client​

Invoicing​

Invoice Cycle​

Invoice Structure​

View Invoices​

Download Invoice​

Invoice Details​

Payment Processing​

Payment Methods​

Configure Payment Details​

Payment Notifications​

Payment Status​

Reporting​

Export Revenue Data​

Custom Reports​

Analytics​

Performance Metrics​

Trending Data​

Adjustments​

Understanding Adjustments​

Adjustment Notifications​

View Adjustments​

Tax and Compliance​

VAT Handling​

Tax Documentation​

Best Practices​

Revenue Monitoring​

Payment Management​

Record Keeping​

Troubleshooting​

Next Steps​

Overview

Revenue Dashboard

Access Your Dashboard

Key Metrics

Revenue Tracking

Track Individual Cases

Revenue by Period

Revenue by Client

Invoicing

Invoice Cycle

Invoice Structure

View Invoices

Download Invoice

Invoice Details

Payment Processing

Payment Methods

Configure Payment Details

Payment Notifications

Payment Status

Reporting

Export Revenue Data

Custom Reports

Analytics

Performance Metrics

Trending Data

Adjustments

Understanding Adjustments

Adjustment Notifications

View Adjustments

Tax and Compliance

VAT Handling

Tax Documentation

Best Practices

Revenue Monitoring

Payment Management

Record Keeping

Troubleshooting

Next Steps