Adding income directly

There are two ways to manually add income to Rounded

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) Attach a relevant file as required

5) Click Save

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.

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!