Payments & commerce
A customer is worth what they paid, not what you quoted
Attribution usually stops at the enquiry, or at a deal value somebody typed in optimistically. The Revenue Record holds the commercial truth underneath: invoices raised and settled, payments collected, refunds and credit notes, and margin where you supply the cost side. That changes what everything upstream is worth — a multi-year maintenance contract that renews is not the same customer as a one-off callout that was later refunded, even when both came from the same campaign. Once it is connected, the chain from page to profit is real.
What connects
The Revenue Record is where Siteleon holds collected revenue against customers, fed from the payment and invoicing systems you connect, so attribution ends in money rather than in a form submission.
What data moves, and which way
- In from Stripe, PayPal, Shopify, WooCommerce or your accounting system: invoices, payments, refunds and credit notes.
- In from the customer record: which contact or company a payment belongs to.
- In from you, where cost matters: cost of delivery per service, so margin can be shown rather than turnover alone.
- Out to analytics and advertising: customer value, so channels are compared on money that actually arrived.
What Siteleon can do with it
- Report revenue by the page, campaign or channel that first brought the customer in.
- Subtract refunds and failed payments, so a strong month is not a reporting artefact.
- Show recurring value separately from one-off work, so contracts are weighted properly.
- Rank acquisition sources by margin where cost data exists, rather than by headline revenue.
Things you could ask for once it is on
- “Which pages brought in the customers who actually paid the most last year?”
- “Show me revenue by channel with refunds taken out.”
- “Are maintenance contracts or one-off repairs worth more to us per customer acquired?”
Setting it up
Four steps, in this order.
- 01Connect your payment or invoicing systems under Integrations — Stripe, PayPal, Shopify, WooCommerce, or your accounting tool.
- 02Confirm how payments match to customers. Siteleon proposes the matches and asks you to approve the ones it is unsure about.
- 03Decide which revenue counts for attribution — new work only, or renewals as well.
- 04Add delivery cost per service if you want margin. Without it, Siteleon reports revenue and says plainly that it is revenue.
Permissions
Siteleon requests read access to invoices, payments and refunds. It never requests permission to move money, issue a refund, change a price or charge a card, and it never stores card numbers or bank credentials — those stay with the payment provider.
Where it stops
Siteleon reports what the connected systems tell it, so revenue invoiced outside them — in cash, or on paper — is invisible unless you add it. Matching a payment to the enquiry that started it is confident when the same contact details are used and uncertain when they are not; unmatched revenue is shown as unmatched rather than quietly spread across channels. Margin is only as good as the cost figures you supply. This is a commercial view, not a set of accounts, and it is no substitute for your bookkeeping.
Payments & commerce
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