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Citation revenue and payments

The Revenue tab appears only when the Revenue module is enabled for the site. By default, No Revenue is selected and no charge is created.

Add a charge

Clear No Revenue, then complete:

  • revenue description;
  • amount;
  • revenue type;
  • transaction date and time.

All four values are required when revenue is enabled, and the amount must be numeric.

Depending on the selected revenue type, the form may also display Recipient Pay and Recipient Email. An email is required when Recipient Pay is selected.

Understand payment behavior

Site configuration determines what happens after saving:

  • A mandatory-payment revenue type can open the payment dialog for immediate processing.
  • Another revenue type can send an invoice or payment link to the configured recipient email when its templates are available.

The citation and its revenue record are linked, and revenue additions are recorded in the citation history and revenue audit log.

Warning

Do not mark a citation paid merely because a charge or payment request was created. Confirm the actual payment result using your organization's financial procedure.