Create an income transaction

1. Hover over ‘Books’ in the menu bar.
2. Select ‘Statements’ from the drop-down.
3. Click on the reference of the statement required.
4. Click ‘Create Transaction’.
5. Select ‘Create Debit Transaction’ and select the income type.

• If this is an invoice, you will be asked to choose whether this is a ‘New’ or ‘Existing’ invoice.

6. Enter all necessary details about the transaction.
7. Click ‘Create’.