Hi, I’m a nail tech and would like to add my monthly income from customers as a single lump sum rather than each customer, what’s the best way to do this please? Thanks

Hello, nailsbyemily.

You can record your monthly income as a lump sum by creating a new income transaction. This lets you enter the total amount without needing to itemize each customer separately.

Here's how:

1. Navigate to the Transactions menu.
2. In the Bank transactions tab, click New transaction.
   
3. Select the Date for the transaction.
4. Choose Income for the Type.
5. Enter the necessary details: Payor, Amount, and choose Business for Use.
   
6. Select the intended Category. If you're unsure which one to use, you can consult an accounting professional for guidance.
7. Once done, click Save.

However, please note that once you've recorded your monthly income as a single lump sum, avoid creating individual invoices for those same customers for that period. Recording both would double-count the income and cause discrepancies in your financial reports.

Choose one method, either the lump sum transaction or individual invoices, to keep your records accurate.

If you have further concerns, please don't hesitate to reach out.