Income, Expenses and Quick Finance

Add income

• Type a name: the box searches customers and also family members. A family member is shown as Name (family of Customer) and the income is saved on the customer.
• Add one or more items with quantity and price. When the type is Subscription, each item can use a subscription plan that fills the name and price and sets the period.
• With status Paid the subscription is active right away. With Pending it waits and starts when the income is marked paid.
• The billing address you type is saved on the invoice.

The list

• The info icon of an income shows the invoice and receipt numbers, the date the payment was approved and the items.
• Records waiting for payment have a blue button that copies a payment link.
• Filters are hidden until you tap Filters, which shows how many are set.
• Tap a customer name to open the profile in a window on top of the list. You stay on the Finance page and can close the window with the cross or the Escape key.

Expense status

• Paid — counted in the expense totals and reports.
• Pending — recorded but not paid yet.
• Waiting for receipt — the invoice or slip has not arrived yet. It is not counted as paid, and it shows in the pending amount.
• Cancelled — ignored.

Choose the status when you add an expense. To change it later tap the status tag, or the exchange button in the Actions column, and pick the new status in the popup. It saves at once, for example from Waiting for receipt to Paid when the slip arrives. The list can be filtered by status.

Quick Finance on a phone

Quick Finance shows income and expenses for the period, and expenses by category. Two round buttons at the bottom add an income or an expense, and each opens a popup form. The Vendor field remembers vendors you used before.