Documentation | User Guide

Documentation | User Guide

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

  1. Click the Add button. This action opens the Income Source popup window;

Step 2 - Add an income source

  1. Go to the Income Source section and fill out the required fields (identified by a red asterisk *). For example, Type, Start Date, etc.;
  2. Enter more details if required;
  3. 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);

  1. Click the Next button to go forward to the next step: Contact Person.