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
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!
