Sometimes you may need to correct an amount, change a customer name, update the category (COA), or edit the payment method tied to an income record. With inline editing, you can make changes right from the Income Table without navigating away.
Steps to Edit an Income Record:
Open the Income Table
Navigate to the Income tab from your Data Table section.Locate the Income Entry
Find the row containing the income record you want to edit.Click the Field to Edit
Click directly on the field, for example:Customer
Description
Amount
Category (linked to COA)
Date
Use the Paid Through field to specify how the income was received. Select from your existing cash or bank accounts to reflect the actual payment method accurately.
Make Your Changes
Enter the new value, then press Enter or click outside the field to save. Your updates will reflect instantly in the table and any related reports.