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) 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 income records 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!
