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Adding non-invoiced income [Mobile]
Adding non-invoiced income [Mobile]

Add income via the main income section on the mobile app

Michelle avatar
Written by Michelle
Updated over 4 months ago

Add non-invoiced income

1) Open the mobile app and log in

2) Tap More

3) Tap Income

4) Tap the blue plus sign

5) Fill in the income details

  • Amount

  • Include GST

  • Date

  • For Invoice

  • Category - tap HERE to learn more about managing income categories

  • Description

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, tap HERE.

Attach a file related to the income added.

There are three options

  • Photo Library

  • Take Photo

  • Choose File

Photos are displayed, while documents (e.g. Word, PDF) are displayed with their corresponding filename.

5) Tap Save

Notes:

  • Tap HERE to learn more how to record a payment against an invoice.

  • Tap HERE to learn more how to import income data from a CSV file.

Tap the calendar icon on the Income section to view income for a particular time frame.

and choose the time frame you want to view

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