How to manually add an income transaction

If you've received income from a customer that's not tied to an invoice, it's as easy as adding a transaction! Follow these steps:

  1. Click Accounting in the menu on the left side of your screen and select Transactions.
  2. Click Add Income at the top of the page. Your new income entry will appear at the top of the page. Click within any of the following fields of the income entry to enter in details for:
    1. Date
    2. Description
    3. Amount (the after tax amount for the transaction)
    4. Category
    5. Account
  3. Click Show details to enter in more details if you wish. This step is not necessary.
    1. Customer: Click the arrow next to the field and start typing in a customer name or select from the drop-down menu.
    2. Currency: Click the arrow next to the field and start typing in a currency or select from the drop-down menu.
    3. Taxes: Type in a tax name or click the pen icon next to the field to select Tax override.
  4. Click Close details and the income entry will appear completed in your list.
  1. Click Accounting in the menu on the left side of your screen and select Transactions.
  2. Click the Add Income button at the top of the page.
  3. Click within any of the following fields of the income entry to enter in details for:
    1. Description
    2. Date
    3. Account
    4. Amount (the after tax amount for the transaction)
    5. Deposit or Withdrawal
    6. Category
  4. Add a tax if applicable.
  5. Click Save.

A small but important FYI regarding deleting things in Wave:

If you delete data in Wave, you won’t be able to recover it. Because you own your financial information, if you delete it, you’re telling us you don’t want us to store it anymore. So we won’t! Anything you delete (invoices, bills, manually created or imported transactions, journal entries, and pretty much anything else you can add) is gone forever once it’s deleted. This includes your entire Wave account, should you choose to close it; you can read more about that here.

If you do delete something you realize you need back, you’ll need to enter it or create it again. You can reference information from outside Wave to help with this, like bank statements, bills, or receipts. We don’t store any of your old data or older versions of your account, so make sure you definitely want to delete something before you hit that button!