> For the complete documentation index, see [llms.txt](https://helpwith.salesorder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpwith.salesorder.com/setup/your-account/revenue-submission-forms.md).

# Revenue Submission Forms

<mark style="color:orange;">Setup > Your Account > Revenue Submissions</mark>

The Revenue Submissions feature allows users to record and manage revenue submissions within their Salesorder account. Users can create new submissions, view existing records, bookmark important entries, add memos, and delete records when required.

## Creating a Revenue Submission

### Step 1: Open Revenue Submissions

Navigate to the Revenue Submissions page from the Setup menu. If no submissions have been created, the page will display an empty list.

### Step 2: Create a New Submission

Click the **+ (Plus)** icon at the top of the Revenue Submissions page. This opens the New Revenue Submission form.

### Step 3: Complete the Revenue Form

Enter the required information into the form.

#### Available Fields

| Field        | Description                                |
| ------------ | ------------------------------------------ |
| First Name   | User's first name                          |
| Last Name    | User's last name                           |
| Email        | Contact email address                      |
| Company Name | Company associated with the submission     |
| SOA Number   | Salesorder account/reference number        |
| Month        | Revenue reporting month                    |
| Year         | Revenue reporting year                     |
| Revenue      | Revenue amount to be submitted             |
| Currency     | Currency associated with the revenue value |

### Step 4: Save the Submission

After entering the required data, click **Save**.

The system creates the revenue submission and displays the saved record.

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## Managing Revenue Submissions

### View a Submission

Once saved, the submission can be opened to view all submitted information. The record displays the revenue form details and available actions.

***

### Bookmark a Submission

To bookmark:

1. Open the record.
2. Click the **Star** icon.

Bookmarked records appear with a star indicator and can be used to highlight important submissions.

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### Add a Memo

To add notes to a submission:

1. Open the submission record.
2. Click the **Memo** icon.

This allows additional information or commentary to be attached to the record.

***

### Edit a Revenue Submission

Open an existing revenue submission and click **Edit** to update the submission details. Changes can then be saved. The Edit option is available from the record view screen.

***

### Delete a Revenue Submission

To remove a submission:

1. Open the submission record.
2. Click **Delete**.

The record will be removed from the Revenue Submissions list. Users should ensure the submission is no longer required before deletion.