There are two ways to manually add income to Rounded

  • add income against an invoice
  • add non invoiced income

Add income against an invoice

1) Go to the main Invoices section then open the outstanding invoice you want to record a payment for.

2) Click Record a payment

3) A panel slides out from the right. Fill in the income details

  • Amount - amount paid
  • Include GST - GST will be included if it's enabled. GST can still be disabled as required for a specific item on an invoice. To learn more about enabling GST, click HERE.
  • Date - date payment was received
  • Category - For more information on how to add income category, click HERE.
  • Description

4) You can also attach a relevant file as required

5) Click Save

Add non invoiced income

1) Click Income on the left-side menu

The first time you go to the main income section you'll see the following view:

2) Click Add income to manually add an income

3) A panel slides out from the right. Fill in the income details

  • Amount - amount received
  • Include GST - GST will be included if it's enabled. GST can still be disabled as required for a specific item on an invoice. To learn more about enabling GST, click HERE.
  • Date - date payment was received
  • For Invoice - assign to the relevant invoice as required
  • Category - click HERE to learn more about managing income categories
  • Assign a client - assign to a client as required
  • Description

You can also attach a relevant file as required

4) Click Save

You can also import your income data. To learn more, click HERE.

Additionally the filter options enable you to filter your income by:

A particular time frame

or by a particular client

You can also use the keyword search function to identify specific records:

For information on how to add income via bank connect, click HERE.

Don't forget to download the Rounded mobile app!

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