Money In (Sales & Income)
Updated 6 hours ago
2 min read
Overview
The Money In section is your central hub for managing all income-related activities. It provides tools to manage customers, create and track invoices, generate quotes, issue credit notes, and record other revenue streams.
Accessing Money In
Navigate to Account > Money In from the left sidebar.
Tabs
The Money In hub is organised into the following tabs:
| Tab | Description | Documentation |
|---|---|---|
| Customer List | Manage your customer database | Customers |
| Invoices | Create, send, and track invoices | Invoices |
| Other Incomes | Record miscellaneous income | Revenues |
| Quotes | Create and manage quotations | Quotes |
| Track Who Paid | Monitor payment receipts | See Invoices > Payments |
| See Who Owes You | View outstanding receivables | Who Owes You |
| Invoices Paid vs Overdue | Analyse invoice payment status | See Reports |
Quick Navigation
From the Money In hub, you can quickly access:
- Add a new customer via the Customer List tab
- Create a new invoice via the Invoices tab
- Create a new quote via the Quotes tab
- Record other income via the Other Incomes tab
Each tab loads independently for fast navigation. Click any tab to switch between sections without leaving the page.
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