• Click Income
  
• Click Record Income 
  

• Choose Customer from the drop down menu. To record a general sale/income, use the default Sales.
  
• Use the + next to the Customer drop down to quick add a new customer if needed
  

• Enter the date. 
  

• (OPTIONAL) Enter a unique reference in the Your Ref box
  

• Choose the appropriate income heading from the drop-down menu. 
  

• (OPTIONAL) Add a new Income heading by clicking the + symbol. A screen will pop up to add the heading 
  

• click Save.
  
• (OPTIONAL) Enter a description.
  

Note: This text will appear on any printed/emailed invoices. 

• Enter the amount. 
  

 Note: If giving a refund to a customer enter a negative value.

• Choose the payment method. BACS is the default 
  

• If Bank, BACS or Card, a new box Bank Account will show.
  
• Select the Account into which the payment was be made. Current Account will be the default if present otherwise its the alphabetic first account
  

• If the income transaction has multiple lines entries, click Add another item. Add any number of lines. Each line can have the same or different heading. Use zero value lines in case you wish to add further descriptive text. Duplicate last item adds a new line the same as the last one. There is an X on each line allowing the removal of individual lines.
  

• When complete Click Save
  
• Click Save and Close to return to the Income List screen or Save and Add Another  to enter another Income transaction
  

Notes: If the customer has paid with a cheque, after recording the entry here, record when it is paid into the bank account. Click Bank on the left-hand menu and the click Deposit.

Use this option to record paid sales transactions. Record Income is visible on both methods of accounting (Cash Basis or Accruals Basis).