Revenues (Other Income)
Updated 18 hours ago
3 min read
Overview
The Revenues module allows you to record miscellaneous income that does not come through invoices. This includes interest income, rental income, refunds received, grants, or any other non-invoiced revenue streams.
Accessing Revenues
Navigate to Account > Money In > Other Incomes tab.
Revenue List
Displays all recorded revenues in a data table.
Available Actions
| Action | Description |
|---|---|
| Add Revenue | Record a new revenue entry |
| Edit Revenue | Modify an existing revenue |
| Delete Revenue | Remove a revenue record |
| Bulk Delete | Remove multiple revenues at once |
Add Revenue
How to Add a Revenue Entry
- Click the Add Revenue button.
- A form slide panel will appear.
Form Fields
Customer Information
| Field | Required | Description |
|---|---|---|
| Customer | No | Select the customer associated with this revenue. You can also create a new customer inline by clicking the + button. |
Revenue Details
| Field | Required | Description |
|---|---|---|
| Revenue Date | Yes | Date the revenue was received |
| Amount | Yes | Revenue amount (supports decimal values) |
Account & Category
| Field | Required | Description |
|---|---|---|
| Bank Account | Yes | The bank account where the revenue was deposited |
| Revenue Category | Yes | Categorise the revenue (e.g., Interest Income, Rental Income). You can create a new category inline by clicking the + button. |
Additional Information
| Field | Required | Description |
|---|---|---|
| Reference Number | No | External reference (e.g., bank transaction ID) |
| Revenue Description | No | Brief description of the revenue (max 500 characters) |
- Click Save Revenue to record the entry.
Edit Revenue
- Click the Edit action on the revenue record.
- The form panel opens with pre-populated data.
- Modify the desired fields.
- Click Save Revenue to update.
Delete Revenue
Single Delete
- Click Delete from the actions menu on the revenue record.
- Confirm the deletion.
Bulk Delete
- Select multiple revenue records using checkboxes.
- Click the Delete Selected bulk action.
- Confirm the deletion.
Setting a Default Revenue
You can mark a revenue entry as a Default Revenue using the toggle switch on the record. This sets it as the standard revenue type for quick reference.
| Badge | Description |
|---|---|
| Default Revenue (green with star) | Marked as the default revenue |
| Standard (grey) | Regular revenue entry |
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