Add, View,/Edit Revenue Items

Posted on | By msiedit
  • Go to Settings on the top bar menu.
  • Select “View/Edit Revenue Items”.
  • Click “New Item” or “Delete” item to add a new item.
  • Select an item to Edit it.
  • Fill out, or edit, the details of the item. Select a category, if applicable.
  • Confirm the Revenue and Bank Account Information.
  • Click Save when complete.
    • Click Close.
  • Item Code (15 Characters or Less).
    • The Quick Code is used by end user to select an Item when making a receipt or bill.
  • Short Name/Description. Used in almost all reports.
  • Long description/Detailed notes (Optional)
  • If the amount is set to $0.00, the user entering the item, must enter amount on the bill or receipt.
  • Receivable Account – Only fill in if using as accrual basis.
  • Revenue Account
  • Bank Account the money is deposited into.
Category: Misc Billing & Revenue, Site Administrator