How do I record extra income?
Short answer
Open Billing > Extra Income, click Add Income, choose the category, who paid, payment type and amount, then Save.
Steps
- Create the category once: Property Setup > Financial Settings > Extra Income Category.
- Open Billing > Extra Income and click Add Income.
- Under What was it for choose Extra Category and type Paid By.
- Under How it was paid choose Payment Type (it cannot be changed after saving). For cards pick a Device or add the card under Card details.
- Check Payment Date; under Amount type Currency Amount Paid, optional Currency Tax Amount and Currency Tip Amount in the chosen currency (tap the currency sign to change it; Exchange Rate and the totals update by themselves).
- Under Room and notes choose a Room (to credit a room owner) if it belongs to one, add a Remark; Receipt No is pre-filled.
- Click Save; the form clears for the next entry. Close when done.
Check the result
The entry is listed with its receipt number and counts as money in on your shift end.
Common problems
- Menu missing: you need Access to expense management.
- Please select Extra Income Category. / Please enter Payer Name. / Please enter Amount.
- Entered wrongly: open the entry from the list (Receipt No) and Delete it.
- Generate the PG API Key before making a card payment.
- For payments out, use extra expense.
- Messages: Billing messages.