Creating Actual Revenues and Expenses for an Opportunity

An Actual Revenue or Expense in Flowlu represents a record of a payment that has already been processed.

The date and amount of the actual payment may match the estimated payment or differ in date or amount. For example, if the actual revenue was received later than the estimated date.

Creating Actual Revenue in an Opportunity

To create an actual revenue, click "+" and select Revenue.

Fill in the form. If necessary, you can split the amount into several transactions.

Creating Actual Expense in an Opportunity

To create an actual expense in the opportunity, click "+"and select Expense.

Fill in the form. If necessary, you can split the amount into several transactions.