Add an income source
This part of the guide explains how to add an income source.
Note that you must enter at least two records.
Step 1 - Go to the Income Source popup window
- Click the Add button. This action opens the Income Source popup window;
Step 2 - Add an income source
- Go to the Income Source section and fill out the required fields (identified by a red asterisk *). For example, Type, Start Date, etc.;
- Enter more details if required;
- Click the Save button. This action confirms the addition of the income source and updates the Income Source Information page (the navigation train button becomes green);
- Click the Next button to go forward to the next step: Contact Person.