How to add an Income

Adding income to the project can be implemented in three ways:

First way

1. Open the project to where the payment will be added.
2. Locate and click the “+ Add income” button on the right above the “Incomes/Expenses” block.

Second way

1. In the workspace, go to the “Payments” tab 1️⃣.
2. Locate and click the “+ Add payment” button on the right above the list of projects 2️⃣.

Third method to add an Income

1. In the upper right corner of the work area, press the “+ Add” button.
2. Select the “Payment” item in the menu.

Filling in the fields in the “Add payment” window

Any of these methods opens the “Add income” window, where you need to complete all the necessary fields:

1. Name of Payment.
2. Select status (“Paid” or “Unpaid”).
3. Select project (if the payment was added in the project, this field will be filled in automatically).
4. Client.
5. Iteration.
6. Amount.
7. Recipient.
8. Payment method (cash, cashless).
9. Date of payment, expected date of payment.
10. Comment.
11. Attachments.

The income is added to the project after clicking the “Add income” button.

You can find this entry on the “Payments” tab or in the project itself on the “Incomes” tab in the “Incomes/Expenses” block.