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!
