Add Income
The Add Income page is used to record money your business receives outside of the normal appointment checkout process or to manually enter income when needed.
Most appointment revenue is automatically recorded when an appointment is completed. This page is intended for additional income that may not be tied to a scheduled appointment.
When to Use Add Income
Examples include:
- Retail product sales
- Gift certificate sales
- Package sales
- Membership payments
- Manual service entries
- Miscellaneous business income
Recording all income helps keep your financial reports complete and accurate.
Completing the Form
Depending on your business configuration, you may be asked to provide:
- Date
- Client (optional)
- Income Category
- Description
- Amount
- Payment Method
- Employee or Provider
- Notes
Complete as much information as possible to support accurate reporting.
Saving the Record
After reviewing the information, click Save.
The income is immediately added to your financial records and becomes available in Business Summary and Income Reports.
Coach Peach Integration
Coach Peach may remind you to record income that has not yet been entered or highlight unusual revenue trends during your Daily Briefing.
Tips
- Record income on the day it is received whenever possible.
- Include helpful descriptions for future reference.
- Verify payment amounts before saving.
- Review reports regularly to ensure all income has been recorded.
Why Record Income?
Accurate income records provide a clear picture of your business performance, simplify tax preparation, and help you make informed business decisions.
Related Help Topics
- Income Report
- Business Summary
- Appointments
- Expense Report
- Daily Briefing
- Coach Peach