Help centre | Article

Earnings overview

Track your income across bookings, organisations, and time periods.

Note

These figures are planning estimates, not tax advice, and Sessional does not file anything for you.

Tier access

The Earnings page is part of Plus. On Basic you can still see the state of each invoice on the Money page and mark invoices paid yourself, but the earnings breakdown, the tax reserve estimate and the exports on this page need Plus or Pro. Opening it on a Basic account shows an upgrade prompt rather than the figures. See pricing.

What the earnings dashboard shows

The Earnings page shows what your work has earned in a period. The headline is gross earnings: the agreed amount for every worked session or shift in the period that has already ended, whether or not it has been invoiced or paid yet. It is not a paid total. What you are owed and what has been paid are on the Money page.

Gross earnings

Earned

Ended work in the period, paid or not.

Average

Per booking

Gross earnings divided by bookings.

In draft invoices

Unsent

Created, not yet sent.

Tax reserve

Estimate

For the current tax year.

Beneath the headline are a split by self-invoiced, agency and PAYE work, a monthly breakdown, work booked ahead, and a line showing everything overdue across your account today, whatever period is selected.

Note

Earnings include confirmed, delivered, invoice-ready, invoiced or paid bookings that have already ended. Bookings in those statuses that have not ended appear separately as booked ahead. Offered and cancelled bookings do not count as earned.

Period filters

Use the period filter at the top of the page to change the time window.

Month

Earnings for the current calendar month.

Quarter

Earnings for Jan to Mar, Apr to Jun, Jul to Sep, or Oct to Dec.

Tax year (default)

Earnings for the current UK tax year, 6 April to 5 April.

All time

Your complete earnings history since joining Sessional.

Custom date range and organisation filter

Custom range

Use the From and To date pickers for a specific tax period, accountant request, or mortgage application. The custom range overrides any preset until you clear it.

Organisation filter

If you work across multiple organisations, filter to one site to compare income and understand where your work is concentrated.

CSV export

Click Export CSV to download a spreadsheet of what the page is showing: the selected period, organisation and search. Each row has the date, organisation, session type, notes, start and end time, rate, rate unit, gross amount and status. One file holds up to 500 rows; for a longer history, export a shorter period at a time. The export needs Plus or Pro.

Tax reserve estimate

Below your earnings total, Sessional shows an estimated tax reserve. The reserve is partitioned so each slice of income is priced against the right tax model.

Self-invoiced and agency-managed

These shifts feed the reserve. Agency shifts reserve on your net pay after commission, not the gross rate.

PAYE at source

These shifts are shown separately and contribute zero reserve because income tax and NI have already been deducted.

Sole trader and limited company

If you use both structures, Sessional runs the calculation once per structure and sums the result.

It is a rough guide, not tax advice. See the tax planning page for a more detailed breakdown and the agency and PAYE tracking guide for how the three modes interact.

How earnings connect to invoices and payments

Your earnings are derived directly from your bookings, with the path depending on how the shift gets paid.

Complete the booking

Once the session or shift has ended it counts as earned. Mark it delivered so it can be invoiced.

Self-invoiced shifts

Create the invoice and track it on the Invoices and Money pages until it is paid. The gross amount counts on Earnings from the moment the work has ended.

Agency-managed and PAYE shifts

Skip the invoice step. Mark the shift as paid when the agency or umbrella settles it.

Earnings counts the work in every payment mode once it has ended. To see what has been paid and what is still owed, use the Money page.

Frequently asked questions

Why is a booking missing from my earnings?

Earnings include confirmed, delivered, invoice-ready, invoiced or paid bookings that have already ended. Check the booking is not still offered, cancelled or yet to end, and that its date falls within the selected period.

Can I edit an earnings figure directly?

No. Earnings are calculated from your bookings and invoices. To correct a figure, update the relevant booking rate or invoice amount.

Do earnings include VAT?

Sessional does not add VAT to your figures. If you are VAT-registered, your earnings show the net amounts from your invoices. Speak to your accountant about VAT reporting.