At times you may need to record and track income that is not tied to an invoice. If this is the case you can simply add the income as well as link it to a existing project/client within AND CO.
Get Started with filing income via the green + Create tab top right
Select > Create > Income
This will take you directly to the Create Income Section so you can enter the details of your income.
Alternatively you can file income by selecting the > income and expenses tab
Select > New Item Drop Down > Add Income
Once you have selected to add Income you can enter in the details of your income such as
- Assign to a project or client
- Total amount of income / currency /data
- Client / source
- What the income is for
- Tax category
- Add any taxes
- Add any notes
Once you have entered in all the required details of the income select > the green create tab to create the income
You can then view the income via the Income & Expenses tab
Once selected via the income and expenses tab > income you will have a full overview of the income you have created/added.
You can edit an income at any time by selecting the Income and expenses > select the 3 dots icon next to the income>
Edit Income > edit the income and save it. This will update it moving forward!
You can delete an expense anytime by selecting the income and expenses tab >3 dots next to the income > Delete payment
or via the income by selecting it > select the green duplicate tab top right drop down > delete income
You can duplicate a income by selecting the income> duplicate option in green top left
You can view payments on the income via the > payments tab
Here you can view payments applied to the income transaction as well as add payments if required.
By Selecting the 3 little dots icon next to the income payment you will have the options to
- Edit the payment
- Send a payment receipt
- Delete the payment
Select 3 dots > select from the options
You can add internal notes for the payment/income via the notes tab
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌