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Adding income directly
Adding income directly

How to add income directly

Michelle avatar
Written by Michelle
Updated over a week ago

There are two ways to add income to Rounded manually

  • add income against an invoice

  • add non-invoiced income

Add income against an invoice

1) Navigate to the main Invoices section by hovering the pointer to Invoicing then click All invoices

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. 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

NOTE: You can send a receipt to the client by ticking the checkbox as shown

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. 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

NOTE: You can also attach a relevant file as required

4) Click Save

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

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

Remember to download the Rounded mobile app!

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