Add an income that is not a sales invoice

When to add an income

Use an income for money you receive without sending a sales invoice, for example interest, rent or a refund. To bill a client, create a sales invoice instead. See Create a sales invoice.

An income counts in the totals of the finances overview and shows in its Financial records list. It is not in Sales invoices.

Add the income

1. Open Finances › Overview in the menu.
2. Click Add new and choose Add income.
3. Fill in the sections below. Fields with a star are required.
4. Click Create income.

The income

• Category: the kind of income. You set the categories in Settings, Payment categories. The categories of sales invoices and credit notes are not in this list. Exempt from taxes shows whether the category is exempt from taxes.
• Document number: the number of the receipt or statement, if it has one.
• Currency and Document date.
• Due date: when you expect the money, if you know it.

The customer

Choose who the money comes from in the Customer list. To add a new contact, click the plus button next to the list.

Items

Add one line for each thing the income is for: Item description, Unit price, Qty and VAT (%). When you type the description, Skileo suggests the items you saved in Settings, Invoice items. A saved item fills in its price and VAT.

Click Add more to add a line. The totals show under the lines.

Payment

Choose the Payment method. For a bank payment, choose the Bank account: Skileo fills in the Bank payment details.

This says how the income is paid. It doesn’t record a payment: the income stays unpaid until you record one. In the Financial records list, click ⋮ on its line and choose Record payment.

Repeat and More options

• Repeat: for an income you receive on a schedule. See Make an expense or an income repeat.
• More options: an Internal note for your team, and Additional documents: images or PDFs, up to 5 MB each.

Import incomes or expenses from a CSV file

1. In the finances overview, click Add new and choose Import.
2. Under Select document type, choose Income or Expense.
3. Choose your CSV file. An Excel or Numbers file must first be saved as CSV.
4. Click each column title of your file and choose the field it fills. The required fields must all be matched.
5. Click Next. Skileo checks each row and tells you how many are valid.
6. Click Import. Only the valid rows are imported.

The required columns are the date, the number, the contact, the currency, the total amount, the description and the category. The VAT amount, the amount still due and the payment method are optional.

• Each row gives one record with one line.
• Write the dates in the date format you use in Skileo.
• Write each category as it is named in Payment categories. A name Skileo doesn’t know leaves the record without a category.
• A contact Skileo doesn’t know is added to your contacts.
• A row with the same number as a record you already have is skipped.
• Leave the amount still due empty when the record is fully paid. Skileo then records the payment on the record’s date. Without this column, every row is imported as paid.

Common questions