- 1
Open Income
Go to Finance → Income (/income/income).
Tips- Income records capture money received against clients/orders
- 2
Review income records
Browse income entries; click 'View' for full details.
What to enter
Field Type Description Example Client display Who the income is from — Amount display Amount received — Date display Date received — - 3
Filter and report
Filter by date range and client to review collections for a period.
Tips- Use the default current-month filter, then widen as needed