Step by step
- Open Accounting > Incomes.
- Press New. Set the Date, the Type/Method and the Debit A/c (the cash or bank account that gets the money). Add Transaction No, Cheque No, Cheque Serial No, Reference and Remarks if needed.
- Under Income Ledgers choose the income ledger and type the Amount.
- For more lines choose Add More in the last box of the line; Next Field moves to the next line and List End goes to the save buttons. Remove deletes an added line.
- Check the Total Amount and press Save or Save & Print.
- Filter Options opens the filters: Business, From Date and To Date. Press Filter.
- Action > View shows the voucher with Print; Edit and Delete are in the same menu. The Total row adds up the Total Amount, and Excel, Pdf and Print export the list.
Good to know
- Income ledgers are the accounts under Direct Incomes and Indirect Incomes. Add a new one, for example Rent Received, in Accounting > Accounts.
- On save the Debit A/c goes up and each income ledger is credited, so the income counts in Profit/Loss.
- The total must be at least 1, and at least one income ledger is needed.
- Edit and Delete show only for incomes of your own shop and with the permission.
- The date can be changed only by a user with the Change Transactional Voucher Date permission.
- In the minimal accounting system the Debit A/c is called Receiver Account and the income ledgers are Income Categories.