Income

The Income Module in Fin Ledger offers powerful tools to help you manage and track your income efficiently. It enables businesses to record payments, manage revenue sources, and maintain accurate financial data for better decision-making.Here’s an overview of the three main sections within this module:

  • Revenue Page – Record and monitor all income transactions.

  • Invoice Page – Create, send, and manage client invoices easily.

  • Credit Note Page – Handle credit adjustments and maintain accurate billing records.

Invoice Page

The Invoice Page in Fin Ledger provides a complete view of all your invoices, helping you manage billing operations efficiently. You can easily view, export, and create invoices as needed, ensuring smooth financial management. By clicking on an Invoice ID, you can access detailed information such as the invoice itself, receipt summary, and credit note summary.

Key Features:

  • View Invoices: Access a complete list of all invoices in one place.

  • Export List: Export invoice data for easy reporting and record-keeping.

  • Add New Invoice: Create new invoices quickly and efficiently.

  • Detailed View: Click on the Invoice ID to see full invoice, receipt, and credit note details.

  • Copy Invoice: Duplicate an existing invoice for similar transactions.

  • Add Credit Notes: Manage adjustments directly from the invoice view.

  • Send Reminders: Notify clients about pending payments.

  • Resend or Download: Resend invoices to clients or download them for your records.

Revenue Page

The Revenue Page in Fin Ledger provides a detailed overview of all your income transactions in one centralized view. Each entry displays important details such as the transaction date, amount, account, customer, category, reference, and description. This page allows you to manage and monitor your revenue efficiently with quick access to key actions.

Key Features:

  • View Revenue List: See all recorded income transactions with full details.

  • Download or Preview Receipts: Access or preview payment receipts easily.

  • Edit or Delete Entries: Update or remove revenue records when needed.

  • Export Data: Export revenue information for analysis or reporting.

  • Create Invoices: Generate invoices directly from revenue entries for faster processing.

Credit Note Page

The Credit Note Page in Fin Ledger allows you to efficiently create, edit, or delete credit notes as needed. This feature helps you manage adjustments and maintain accurate financial records. By clicking on the Invoice ID, you can easily view the related invoice for reference, ensuring clear and transparent credit management.

Key Features:

  • Create Credit Notes: Add new credit notes to adjust invoice amounts.

  • Edit or Delete: Modify or remove credit notes when necessary.

  • View Linked Invoice: Click on the Invoice ID to access the associated invoice.

  • Maintain Accuracy: Ensure your financial data stays organized and up to date.

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