Income types

  • Income types are used throughout the Sales features. The different types allow documents to be recorded separately.

  • Each Income type has a code and a description to help identify them.

How to view Income Types

Viewing Income Types

Select Sales / Income types from the Settings section of the pulse menu -

Note

This is an example screenshot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Income types in the Quick Launch Side Menu.

This will then show the Income types on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

How to edit or add Income Types

Editing and adding income types

  1. Select Income types from one of the options as shown above in Viewing Income Types.

  2. Press Edit.

  3. You can now make changes to the pre-existing income types.

  4. You can also press Add to create a new income type.


Updated January 2025