Adding and Managing Incomes in EasyInvoices

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Adding your income to the OnlineInvoice Online billing and Accounting Software will help you track your profit and loss , taxes and other accounting items related with your income.

Add new incomes to your online invoices system:

1. From the “Finance” menu choose “Incomes.“
2. Press the “New Income” button.
3. Add the details of the income.
   1. Choose a date for the income you wish to add.
   2. Choose a category from the drop down menu or insert the category manually – all inserted categories are saved once you click the submit button.
   3. Choose a vendor from the drop down menu or insert the  vendor manually  – all inserted vendors are saved once you click the submit button.
   4. Add the amount of the income and choose the currency.
   5. Choose taxes related to this income all those taxes are included in the income total. To create new taxes click Managing Tax Options for Online invoices.
   6. Add a description for the income.
   7. Add any images or invoices related to the income.
   8. Assign the income to one of your clients.
   9. Choose whether this Income is recurring:
      1. Tick the “Recurring” check box.
      2. Choose the frequency of the recurring invoice.
      3. Choose the end date for the last invoice
         
4. Click “Save” to save the new income or click  the “Save and Add New” button to save the income and open a window to add new income.

Managing Your Income Entries:

1. From the “Finance” menu choose “Incomes”.

1. To create a new income click the ” New Income” button in the top right corner.
2. To import income entries press the upload button and follow the steps.
3. Use the quick search area to search for ‘incomes’
   1. Use the “Date”  section to search for incomes by date.
   2. Use the “Vendor” drop down menu to view only incomes for this vendor.
   3. Use the “Category” drop down menu to view only incomes for this category.
   4. Use the “Client” drop down menu to view only incomes for this client.
   5. Use the amount more/less than fields to show incomes in certain range.
   6. Use the “Added By” drop down menu to show any incomes created by a certain staff member from your team.

Edit an Income:

1. From the “Finance” menu choose “Incomes”.
2. Next to the incomes you wish to edit click the “Edit” button.
   
3. Edit the details you need to edit.
4. Click the “Update” button.

Delete an Income:

1. From the “Finance” menu choose “Incomes”.
2. Next to the income you wish to edit click the “Delete” button.
   
3. A confirmation message will appear; click the “Yes” button to confirm deletion or the “No” button to go back to the Incomes page.

How to import a list of income entries from CSV file.

1. Open the Excel program
2. In the first row add the fields Amount, Currency, Category, Vendor and Note in the A1…F1 cells.
3. Under every cell fill all the details as in this image.
4. The Date field must be formatted the same as your system’s date format; in this case we use the DD/MM/YYYY format.
5. The Currency field must be added in the country’s currency’s code, such as USD, AUD, etc
6. All added categories and vendors are automatically saved.

   

7. After you have added all your items save the Excel file as CSV (Comma delimited).
8. Log in to your online invoices system.
9. From “Finance” menu choose “Income“.
10. Click the “Import” button in  the top right corner.

11. The importing wizard will start. Step 1 Import Options :

    

     

    1. Choose the file to import (the CSV file we previously saved) .
    2. From the Delimiters section choose “Comma Separated”.
    3. Click the “Import First Row” check box. If your file contains field labels in the first row don’t tick this box. In our case we will not tick the box.
    4. Click the “Next Step” button.

12. Step 2 Fields Mapping:

    

    1. In this step we will tell the system where the data is so the system can add it.
    2. The Amount* field is required and must exist in the file.
    3. Select a corresponding field in the file for each system field as seen in the above image.
    4. If you have entered a new category or vendor it will be saved in the system.
    5. Click the “Import” button.

13. Step 3 Importing:

    

    1. The system will take a few seconds to import the fields and save them.
    2. Go back to the “Incomes” page to check the imported items.

Contact us if you have an issue or more questions.