Payments#

Payments are any form of revenue you’ve received, be it incomde, interest, etc.

To access your receipts, use will click the Receipts navigation bar item. In the page, there is a pageable grid of existing receipts within the system. Your options here are to Edit a receipt by clicking on its memo field, o rcreating a new receipt using the New Receipt button.

The editor is the same for both creating a new receipt, and editing an existing receipt, minus two things:

1. While creating new receipt(s), you can check-off the Create another checkbox next to the Save and Cancel buttons. This allows you to stay on the Receipt Editor, resetting the screen, so you can keep going.
2. While editing receipt(s), the Delete button is visible on the bottom, left of the window.

To build a receipt, set the date, what asset account the funds will be received into, the amount you received, and a (required) memo about the receipt. Usually this can be something like “INV: 2026-001 [Client xxx]`

In the grid below is how you build-out your “splits” or how the receipt breaks down over your revenue account(s).

Once you are satisfied with the change(s), click the Save button.