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Deferred income 1 min read

Deferred income & revenue recognition explained

What deferred income is, why it sits on the balance sheet, and how to recognise revenue correctly — with a simple example.

A 2m 21s narrated walkthrough showing the exact on-screen steps.Narrated by Lottie

This walkthrough explains deferred income and revenue recognition — including balance sheet treatment, monthly journal entries, and milestone-based schedules — using a practical £12,000 contract example. It helps UK finance teams and accountants using Xero who need to automate accurate, compliant revenue recognition across multiple contracts.

Deferred income (also called deferred revenue) is money you've been paid for goods or services you haven't delivered yet. Until you deliver, it isn't your revenue — it's an obligation, so it sits on the balance sheet as a liability.

Why you can't book it all as revenue

Imagine you invoice a client £12,000 in January for a 12-month support contract. The cash arrives, but you've only promised to do one month of work so far. Recognising all £12,000 in January would overstate revenue and misrepresent performance. Revenue recognition principles say you should recognise the income as you earn it — £1,000 per month across the contract.

How it works

  1. On invoice: credit Deferred income (balance sheet) £12,000, not revenue.
  2. Each month: move £1,000 from deferred income into revenue:
    • Debit Deferred income £1,000
    • Credit Revenue £1,000
  3. By month 12: the deferred income balance is zero and all £12,000 has been recognised.

Worked example

MonthRevenue recognisedDeferred income balance
Jan£1,000£11,000
Feb£1,000£10,000
£1,000
Dec£1,000£0

Different recognition bases

Not all revenue is straight-line. Depending on the contract you might recognise it:

  • Evenly across the term (subscriptions, support).
  • On delivery of specific milestones.
  • On a custom basis that matches how value is delivered.

Getting it right without the grind

Tracking deferred income across many contracts and entities is exactly the kind of repetitive, error-prone task worth automating. WorkWithLottie includes a dedicated deferred-income / revenue-recognition module: it schedules the recognition, posts the monthly journals to Xero, and keeps a live register you can reconcile and report on.

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