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Incomes: recording money that is not from an invoice
For money coming in without an invoice — capital, a cash refund, or any other income.
What is the Incomes screen?
For recording money arriving in your company without a sales invoice: capital, a refund, or any miscellaneous income.
Where to find it
Finance → Incomes, or /dashboard/incomes.
When to use it and when not
| Situation | The right screen |
|---|---|
| You sold goods to a customer | Sales invoice ✅ |
| A customer settled an invoice | Payment Entries |
| You put capital into the business | Incomes ✅ |
| A supplier refunded you in cash | Incomes ✅ |
| Miscellaneous income with no invoice | Incomes ✅ |
⚠️ This screen does not move stock. If you sold goods, you need a sales invoice for the quantity to leave your warehouse.
The income types
| Type | Suits |
|---|---|
| Sales | Income from a sale with no invoice in the system |
| Purchase return | Money coming back from a supplier |
| Investment | Capital from the owners |
| Other | Anything else |
Always pick the right type. It is what keeps your reports comprehensible months later.
The form
| Field | Required? | Details |
|---|---|---|
| Income type | ✅ | One of the four above |
| Amount | ✅ | The amount received |
| Payment method | ✅ | Cash, transfer, cheque… |
| Receipt date | ✅ | The day the money arrived |
| Posting date | ✅ | The accounting date |
| Customer | No | If the income relates to a customer |
| Supplier | No | If it relates to a supplier |
| Bank reference | No | The transaction reference |
| Cheque number | No | If paid by cheque |
| Receipt number | No | Your own reference |
| Description | No | What this is |
| Notes | No | Any further detail |
| Company | — | Filled automatically |
Linking to a customer or supplier
Link the income to the party wherever you can. It keeps your party reports complete and makes it far easier to remember where the money came from.
For example: a supplier refunds you after a return → record an income of type purchase return linked to that supplier.
Tips
- Always write the description. "Investment 50,000" means nothing a year later. "Capital increase from partner — expansion funding" is far clearer.
- Add the receipt number if you have one. It ties the record to the paperwork.
- Check the figures in Profit and Loss — incomes recorded under the wrong type distort the picture.
Frequently Asked Questions
Should I use Incomes or a sales invoice?
If you sold goods or a service to a customer, use a sales invoice — that is what moves stock and the customer balance and appears in sales reports. Incomes is for money arriving without a sale, such as capital or miscellaneous income.
What income types are available?
Four: sales, purchase return, investment, and other. Pick the closest one so your reports stay readable.
Does an income move stock?
Not at all. This screen has no connection to inventory. If you sold goods, you need a sales invoice for the quantity to leave.
What is the difference between receipt date and posting date?
The receipt date is the day the money actually reached you. The posting date is the accounting date the movement is recorded under. They are usually the same day.
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