{"id":1453,"date":"2016-01-24T07:40:14","date_gmt":"2016-01-24T07:40:14","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=1453"},"modified":"2017-05-09T11:59:11","modified_gmt":"2017-05-09T11:59:11","slug":"adding-and-managing-incomes-in-onlineinvoices","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/","title":{"rendered":"Adding and Managing Incomes in OnlineInvoices"},"content":{"rendered":"

Adding your income on the OnlineInvoice Online billing and Accounting Software<\/a> will help you to track your profit and loss, taxes and other accounting items\u00a0related to your income.<\/p>\n

Add new incomes to your online invoices system:<\/h2>\n
    \n
  1. Through the “Finance” tab,<\/strong> select the “Incomes”<\/strong> option.<\/li>\n
  2. Click the “New Income<\/strong>” button.\"add<\/a><\/li>\n
  3. Add the details of the income.\n
      \n
    1. Select a “Date”<\/strong> for the income you wish to add.<\/li>\n
    2. Select a “Category”<\/strong> from the drop-down menu or insert the category manually – all inserted categories are saved once you click the “Save” <\/strong>button.<\/li>\n
    3. Choose a “Vendor”<\/strong> from the drop down menu or insert the vendor manually\u00a0 – all inserted vendors are saved once you click the “Save” <\/strong>button.<\/li>\n
    4. Add the “Amount”<\/strong> of the income and select the “Currency”<\/strong>.<\/li>\n
    5. Add the taxes related to this income all those taxes are included in the income total. <\/strong>To create new taxes click Managing Tax Options for Online invoices<\/span><\/a>.<\/span><\/li>\n
    6. Add a “Description”<\/strong> of the income.\"Add-Expenses-Taxes\"<\/a><\/li>\n
    7. “Attach Image of\u00a0 Receipt” <\/strong>or any\u00a0related invoices to the income.<\/li>\n
    8. Assign the income to your “Client”<\/strong>.<\/li>\n
    9. Choose whether this Income is “Recurring”<\/strong>:\n
        \n
      1. Tick the “Recurring”<\/strong> check box.<\/li>\n
      2. Select the\u00a0 “Frequency”<\/strong> of the “Recurring”<\/strong> invoice.<\/li>\n
      3. Determine the“End Date”<\/strong> of the last invoice.
        \n        \"Reccur-Expenses\"<\/a><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n
      4. Click “Save”<\/strong> to save the new income or click the “Save and Add New”<\/strong> button to save the income and open a window to add the new income.<\/li>\n<\/ol>\n

        \"Save<\/a><\/p>\n

        Managing Your Income Entries:<\/h2>\n

        Through the “Finance”<\/strong> tab, select the “Incomes”<\/strong> option.<\/p>\n

        \"Manage<\/a><\/p>\n

          \n
        1. To create a new income click the “New Income”<\/strong> button at the top right corner.<\/li>\n
        2. The Blue Division bar displays your entered “<\/strong>Incomes”<\/strong> during the showing\u00a0 periods which are the: “<\/strong>Last 7 Days”<\/strong>, “<\/strong>Last 30 Days”<\/strong> and “<\/strong>Last 365 Days”<\/strong><\/li>\n
        3. To import the income entries click the upload button and follow the steps.<\/li>\n
        4. Use the “Search”<\/strong> bar to search for “Incomes”<\/strong>.\n
            \n
          1. Use the “Date”<\/strong>\u00a0 section to search for incomes by date.<\/li>\n
          2. Use the “Vendor”<\/strong> drop down menu to view only incomes for this vendor.<\/li>\n
          3. Use the “Category”<\/strong> drop-down menu to view only incomes for this category.<\/li>\n
          4. Use the “Client”<\/strong> drop down menu to view only incomes for this client.<\/li>\n
          5. Use the “Amount more”<\/strong>\/ “Amount less than”<\/strong> fields to show incomes in a certain range.<\/li>\n
          6. Use the “Added By”<\/strong> drop down menu to show any incomes created by a certain staff member from your team.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

            Edit an Income:<\/h2>\n
              \n
            1. Through the “Finance”<\/strong> tab, Select the “Incomes”<\/strong> option.<\/li>\n
            2. Click the marked “Blue”<\/strong> button at the right-hand side of the “Income”<\/strong> row then select the “Edit”<\/strong> option.
              \n              \"edit<\/a><\/li>\n
            3. Edit the details you need to edit.<\/li>\n
            4. Once you are done editing, Click the “Update”<\/strong> button.<\/li>\n<\/ol>\n

              Deleting an “Income”:<\/h2>\n
                \n
              1. Through the “Finance”<\/strong> tab, select the “Incomes”<\/strong> option.<\/li>\n
              2. Click the marked “Blue”<\/strong> button at the right-hand side of the “Income”<\/strong> row then select the “Delete”<\/strong> option.
                \n                \"delete-Expenses\"<\/a><\/li>\n
              3. A confirmation message will populate so click the “Yes”<\/strong> button to confirm deletion or the “No”<\/strong> button to refer back to the “Incomes”<\/strong> page.<\/li>\n<\/ol>\n

                How to import a list of income\u00a0entries\u00a0from CSV file.<\/p>\n

                  \n
                1. Open the Excel program<\/li>\n
                2. At the first row add the “Date”<\/strong>, “Amount”<\/strong>, “Currency”<\/strong>, “Category”<\/strong>, “Vendor”<\/strong> and “Notes”<\/strong>.<\/li>\n
                3. Beneath each field fill out all the details as in this figure showing below.<\/li>\n
                4. The Date field must be formatted the same as your system’s date format; in this case, we can use the DD\/MM\/YYYY format.<\/li>\n
                5. The “Currency”<\/strong> field must be added in the country\u2019s “Currency”<\/strong> code, such as “USD”<\/strong>, “AUD”<\/strong>, etc.<\/li>\n
                6. All the added categories “Category”<\/strong> and vendors “Vendor”<\/strong> are automatically saved.\"income-expenses-excel\"<\/a><\/li>\n
                7. After you have added all your items save the Excel file as CSV (“Comma delimited”<\/strong>).\"save<\/a>\n
                    \n
                  1. Log in to your online invoices account.<\/li>\n
                  2. Through the“Finance”<\/strong> tab, select the “Income”<\/strong> option.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

                    Click the marked in blue “Import”<\/strong> button at the top right corner.\"incomes\"<\/a><\/p>\n

                    The importing wizard will start.<\/h3>\n

                    Step 1 Import Options:<\/h3>\n

                    \"income-expence-import-1\"<\/a><\/p>\n

                      \n
                    1. Select the file that will be imported (the CSV file we previously saved).<\/li>\n
                    2. Through the “Delimiters”<\/strong> section, select “Comma Separated”<\/strong>.<\/li>\n
                    3. Click the “Import First Row”<\/strong> check box. If your file contains the same existing field labels at the first row, So in this case, we will not tick the checkbox.<\/li>\n
                    4. Then click the “Next Step”<\/strong> button.<\/li>\n<\/ol>\n

                      Step 2 Fields Mapping:<\/h3>\n

                      \"income-expence-import-2\"<\/a><\/p>\n

                      On this step, We will map the fields (Columns) on the imported file to the corresponding fields on the system.<\/p>\n

                        \n
                      1. The “Amount”<\/strong> field is mandatory and must exist on the file.<\/li>\n
                      2. Select a corresponding field on the file for each system field as showing in the above figure.<\/li>\n
                      3. If you have entered a new “Category”<\/strong> or “Vendor”<\/strong> then it will be saved on the system.<\/li>\n
                      4. Click the “Import”<\/strong> button.<\/li>\n<\/ol>\n

                        Step 3 Importing:<\/h3>\n

                        \"Import-projectstep-3\"<\/a><\/p>\n

                          \n
                        1. The system will take a few seconds to import the fields and save them.<\/li>\n
                        2. Refer back to the “Incomes”<\/strong> page to check the imported “Incomes”<\/strong>.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

                          Adding your income on the OnlineInvoice Online billing and Accounting Software will help you to track your profit and loss, taxes and other accounting items\u00a0related to your income. Add new incomes to your online invoices system: Through the “Finance” tab, select the “Incomes” option. Click the “New Income” button. Add the details of the income. Select a “Date” for the income you wish to add. Select a “Category” from the drop-down menu or insert the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"yoast_head":"\nAdding and Managing Incomes in OnlineInvoices - Online Billing Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding and Managing Incomes in OnlineInvoices - Online Billing Software\" \/>\n<meta property=\"og:description\" content=\"Adding your income on the OnlineInvoice Online billing and Accounting Software will help you to track your profit and loss, taxes and other accounting items\u00a0related to your income. Add new incomes to your online invoices system: Through the “Finance” tab, select the “Incomes” option. Click the “New Income” button. Add the details of the income. Select a “Date” for the income you wish to add. Select a “Category” from the drop-down menu or insert the […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/\" \/>\n<meta property=\"og:site_name\" content=\"Online Billing Software\" \/>\n<meta property=\"article:published_time\" content=\"2016-01-24T07:40:14+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-05-09T11:59:11+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/add-income.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Adam\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/\",\"name\":\"Online Billing Software\",\"description\":\"Online Invoicing System\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.onlineinvoices.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/add-income.png\",\"contentUrl\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/01\/add-income.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/#webpage\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/\",\"name\":\"Adding and Managing Incomes in OnlineInvoices - Online Billing Software\",\"isPartOf\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/#primaryimage\"},\"datePublished\":\"2016-01-24T07:40:14+00:00\",\"dateModified\":\"2017-05-09T11:59:11+00:00\",\"author\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.onlineinvoices.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Adding and Managing Incomes in OnlineInvoices\"}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\",\"name\":\"Adam\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"caption\":\"Adam\"},\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/author\/admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Adding and Managing Incomes in OnlineInvoices - Online Billing Software","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.onlineinvoices.com\/blog\/2016\/01\/24\/adding-and-managing-incomes-in-onlineinvoices\/","og_locale":"en_US","og_type":"article","og_title":"Adding and Managing Incomes in OnlineInvoices - Online Billing Software","og_description":"Adding your income on the OnlineInvoice Online billing and Accounting Software will help you to track your profit and loss, taxes and other accounting items\u00a0related to your income. 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