Tracking Additional Income

Use Income under Finance for money that is not a normal sales invoice - for example other revenue you still need on the books.

Before you start

• Know the income account head and the party involved.
• Decide which payment account receives the money.

Open Income

1. Open Finance > Income.
2. Create a new income entry with the account head, amount, party, and payment account your form requires.
3. Save, then confirm the amount appears on Transactions under the Income summary and on Day Book in the Income receipts row.

Income and expenses can share empty-state guidance. On Expenses, an empty list can show No income and expense found with a prompt to create or import data - treat Income the same way when the list is empty.

What happens next

Pair income entries with Recording Operating Expenses and review net results in Generating Financial and Tax Reports.

Related guides

• Recording Operating Expenses
• Managing Payment Inflows and Outflows
• Managing Active Day Books and History