How To Add An Income
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To add an income you can either
Click the + Add button then + Invoice
Navigate to Income > Invoices and click the green +
Reconcile > Add Income
For the most part, the software should be raising your tenant's rents for you, so you should not need to raise tenant invoices in this way, but it will allow you to record other money you may have received like deposits, interest, property sales and so on. Assign the invoice to the relevant category to get it in the right place in your reports. Not all categories are classed as revenue.
On the Add Invoice screen each filed with the asterisk is mandatory
Date - Date of the invoice
To - From who and were is the income coming from? Choose a contact or type in the field and click the + to add a contact Reference - This is not mandatory and is a field to record a reference for this income.
Set Due Date - When is this income due?
Set Invoice Period - If you have a repeating income you can set it here
Income Items
Amount - Amount of the income
Category - Click and choose from the options available on what is the type of income
Unit - Not mandatory but you can select the unit this is assigned to
Description - Add a description about the income
+ ADD ANOTHER ITEM - click this to add another item to this invoice
Click the + Add button then + Invoice
Navigate to Income > Invoices and click the green +
Reconcile > Add Income
For the most part, the software should be raising your tenant's rents for you, so you should not need to raise tenant invoices in this way, but it will allow you to record other money you may have received like deposits, interest, property sales and so on. Assign the invoice to the relevant category to get it in the right place in your reports. Not all categories are classed as revenue.
On the Add Invoice screen each filed with the asterisk is mandatory
Date - Date of the invoice
To - From who and were is the income coming from? Choose a contact or type in the field and click the + to add a contact Reference - This is not mandatory and is a field to record a reference for this income.
Set Due Date - When is this income due?
Set Invoice Period - If you have a repeating income you can set it here
Income Items
Amount - Amount of the income
Category - Click and choose from the options available on what is the type of income
Unit - Not mandatory but you can select the unit this is assigned to
Description - Add a description about the income
+ ADD ANOTHER ITEM - click this to add another item to this invoice
