What Are Revenue Categories?
Revenue Categories represent the different sources or types of revenue generated by your business. They are used throughout Event Temple — for example, in Menus, Packages, and Invoices — to help you analyze sales performance and create accurate financial reports.
Common examples include:
Food
Beverage
AV (Audio Visual)
Setup
Room Rental
Miscellaneous
Each category can be assigned to an item, allowing you to group and report revenue consistently across events and departments.
Default Revenue Category
At the top of the page, you’ll see the Default Room Rental Revenue Category.
This setting defines which category will be automatically assigned to space or room rental items in your bookings. You can update this default selection at any time by choosing another category from the dropdown list.
💡 Tip: Setting an accurate default category helps ensure all space-related revenue is classified correctly for reports like the Catering Revenue Report or Group Pace Report.
Creating a New Revenue Category
To add a new revenue category:
Go to Settings → Setup Values → Revenue Categories.
Click New Revenue Category.
Enter a Value Name (e.g., “Equipment Rental” or “Decor”).
Select a Group (e.g., Food, Beverage, Miscellaneous) if applicable.
Choose whether it applies to All Organizations or a specific property (for multi-organization setups).
Click Save.
Managing Revenue Categories
From the Revenue Categories table, you can:
Edit: Update the category name, group, or assigned organizations.
Archive: Hide categories no longer in use while preserving historical data.
Delete: Permanently remove a category (only if it’s not linked to existing items).
Show Archived: Toggle to view previously archived categories.
⚠️ Note: Deleting a category that’s currently in use by menu items, packages, or invoices is not recommended — it can affect historical reporting.
Why Revenue Categories Matter
Organizing your revenue into categories ensures your reports accurately reflect where income is coming from. This improves financial clarity and supports better decision-making.
Examples of how categories are used in Event Temple:
Food & Beverage: For catering items linked to menus or packages.
AV or Setup: For technical services or room preparation charges.
Room Rental: For space hire revenue, tracked separately from catering.
💡 Tip: Consistent use of Revenue Categories ensures alignment between your accounting system and Event Temple reports, especially when exporting data or integrating with financial tools.
Navigation:
Go to Settings → Setup Values → Revenue Categories to access and manage this page.