> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Revenue

> Quote, get paid and see what you earn, on your own Stripe account, next to every email and call with the customer.

Revenue is Custral's quote-to-cash module. You price a deal from your product catalog, send the customer a link to a quote they accept online, and Custral starts billing them on **your workspace's own Stripe account**. Invoices, payments and subscriptions then land back on the customer's record, beside the emails, calls and usage that led to them.

<Note>
  **Stripe is the ledger.** Subscriptions, invoices, proration, charging and card or bank details all live in your Stripe account. Custral owns the quote, the customer context, collections and reporting. It never holds money, and card and bank details are only ever typed on Stripe's own page.
</Note>

## What it covers

<CardGroup cols={3}>
  <Card title="Quotes" icon="file-signature" href="/revenue/quotes">
    Line items from your catalog, discounts, free trials, payment schedules, and a public page the customer accepts.
  </Card>

  <Card title="Payments" icon="credit-card" href="/revenue/payments">
    Connect Stripe and choose how customers pay: autopay with a card or bank account, or invoices on terms.
  </Card>

  <Card title="Receivables & collections" icon="hand-holding-dollar" href="/revenue/receivables-and-collections">
    What's collected, outstanding and overdue, with an optional reminder sequence for late invoices.
  </Card>

  <Card title="Metrics" icon="chart-line" href="/revenue/metrics">
    MRR, ARR, net revenue retention and billed revenue, per currency. Admins only.
  </Card>

  <Card title="Automations" icon="bolt" href="/revenue/automations">
    Quote and billing triggers and actions in workflows, plus quote tools for Stella and MCP.
  </Card>

  <Card title="Bill from your product" icon="code" href="/dev/guides/bill-from-your-product">
    Create quotes from your own app with the API or SDK, and read billing back.
  </Card>
</CardGroup>

## The Revenue module

Revenue lives in the **Modules rail** at `/revenue`. It isn't on the rail by default: open **More** on the rail to jump to it, or choose **Edit** and **Add** to pin it.

The module has these tabs:

| Tab | Who sees it | What it shows |
| - | - | - |
| **Quotes** | Everyone | Every quote on a record you can see: number, customer, recurring and one-time totals, status, billing state, sent and expiry dates, and owner. |
| **Products** | Everyone | Your catalog. |
| **Contracts** | Everyone | Every agreement with a customer: value, term, renewal, billing and state. See [Contracts](/revenue/contracts). |
| **Receivables** | Everyone | Collected, outstanding and overdue amounts, and every invoice from Stripe. Admins turn collections on here. |
| **Metrics** | Admins only | MRR and what moved it, retention and churn, quotes and contracts, renewals coming up and collections. See [Metrics](/revenue/metrics). |

The Quotes, Contracts and Receivables tables use the same filter bar as the rest of Custral: **Sort**, **+ Filter** to add a filter pill, and a search box on the right.

| Tab | Filter by | Search finds |
| - | - | - |
| **Quotes** | Status, Billing, Customer, Owner, Sent, Expires | Quote number, customer, contact, owner |
| **Contracts** | Status (including **Needs your signature**), Source, Renews, Customer, Start, Term ends | Contract number, customer, title, quote number |
| **Receivables** | Status (Overdue, Open, Paid, Void, Uncollectible), Customer, Due, Paid, Issued | Invoice number, customer |

Quotes also show up in the [command palette](/start/command-palette) (⌘K): type a quote number such as `Q-0042`, a customer, or a contact.

**New quote** at the top of the Quotes tab asks which customer record the quote is for, then opens the quote builder.

## How a deal flows

<Steps>
  <Step title="Set up payments">
    An admin points Custral at your Products and Customers objects and connects Stripe in [Settings → Payments](/revenue/payments).
  </Step>

  <Step title="Build and send a quote">
    From a customer's record or the Quotes tab, add products, discounts and a payment schedule, then send the link from your own mailbox. See [Quotes](/revenue/quotes).
  </Step>

  <Step title="The customer accepts">
    They open the quote, type their name and email, and accept. On autopay they add a card or bank account on Stripe's page first.
  </Step>

  <Step title="Billing starts on Stripe">
    Custral creates the Stripe customer and subscription, and bills one-time amounts on the dates in the schedule.
  </Step>

  <Step title="Payments land on the record">
    Invoices, payments and subscription changes show on the customer's **Billing** panel and timeline, and can trigger [workflows](/revenue/automations).
  </Step>
</Steps>

## On the customer record

A customer record shows a **Billing** panel beside Usage. It starts with the **billing contact** (with **Change**) and the **payment method**: brand, last four and expiry, read live from Stripe, with a warning when the card expires this month or next or the last charge failed. **Send update link** makes a secure link, good for 7 days, that you copy or email to the billing contact; it opens Stripe's own page, and the card or bank account they add becomes the default for their invoices and subscription. Below that: the current subscription with its MRR and any discount in force, how it pays (for example "Autopay · Visa ···· 4242 · renews Oct 23" or "Invoice · Net 30"), its newest invoices with **Copy pay link** on open ones, upcoming instalments, and its quotes with **New quote**.

The panel shows on records of your payments Customers object, on deals when quotes can start from them, and on any other record that has a quote. A deal's panel shows only what its own quotes started. Quote and billing events (quote viewed or accepted, payment received, invoice overdue, subscription started) also appear on the record's timeline.

## Not covered

Revenue bills **your customers** through your Stripe account. It does not pay your vendors, record offline payments, sync to accounting software, or run approval chains on quotes or discounts. It works with one Stripe account per workspace.


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