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Record other income without duplicating invoice payments

Invoice payments belong on the invoice. Other income is for money received outside that workflow.

Steps

  1. If the receipt pays a customer invoice, open Invoices & payments and record it against that invoice.
  2. For an unrelated receipt, open Expenses & income → Other income. Enter a clear description, received date and amount, then Save income.
  3. Correct an existing entry with its Edit action rather than adding a second receipt.
  4. Other income affects company cash, not a job’s contract value. A forecast receipt in the cash plan is not an actual receipt.

Check that it worked

The bank receipt is counted once and appears in the correct reporting year.

Still stuck?

If these steps do not match your screen, check Company & settings for your version and whether you are using Demo, a field laptop or the office workspace. Search the displayed error or save a support report.

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