Track every payment your organization receives — client payments, sales receipts, and more - in one place.
The Income module gives you a centralized, searchable record of everything your organization has received - so finance and accounting teams can track incoming amounts without digging through separate systems.
What you can do
View all income in one place
Search and filter by account, date, or status
Map income to the correct ledger
Record payment account and method
Add adjustments (penalties, interest, corrections)
Import records via CSV, or export existing ones
Add income records manually
Dashboard
When you open Finance → Income, you'll see:
Total Income - the total amount received, recorded in the system
Total Records - the total number of income records
How to export income records
Go to Finance → Income.
Apply filters, if needed.
Click Export CSV.
The records download as a CSV file, ready to open in Excel or Google Sheets.
How to import income records
Go to Finance → Income.
Click Import.
Select your CSV file.
Upload it in the required format.
Review the imported data.
Complete the import.
Once imported, records appear in the Income list and can be managed alongside manually created ones.
Note: Make sure your CSV file matches the required format before importing.
How to add a record
Select the transaction type - choose Income. (Expense and Transfer are also available here, for the respective transaction types.)
Enter a title for the income - e.g., "Client Payment," "Service Income," "Sales Receipt," "Consulting Income."
Select the customer/payer from your list, or enter their name manually if they're not registered. Linking to a registered party keeps your records organized by who paid you.
Enter the amount (₹) and date the income was received.
Add an adjustment, if needed - for a penalty, interest, correction, or credit, with the amount and reason.
Select the account and payment method:
Received In (Account) - the bank/financial account the income went into
Payment Method - how it was received
Select the ledger - this classifies the income correctly for accounting and reporting.
Add a description, if useful - e.g., a payment or invoice reference, customer details, or the purpose of the payment.
Click Save Record - the income now appears in your Income list, ready to search, filter, and manage.
Filters & search
Search - find specific income records
Bank Account - filter by the account income was received in
From Date / To Date - view income within a date range
Status - filter by current status
Income status
Each record shows its current status:
Draft - created, but not yet finalized
Approved - reviewed and confirmed
Paid the income has been received/processed
Rejected - the record was declined and won't be processed