To maintain organized and verifiable income records, you can attach relevant documentation such as sales invoices, payment receipts, or signed contracts directly to each income record. This ensures transparency and strengthens your audit trail.
Steps to Attach Invoices or Receipts to an Income Record
Navigate to the Data Table section in the sidebar and click on the Income Table to view all your recorded income.
Each row in the Income Table includes an Evidence File column on the far right. This column is used to upload or manage any documents tied to a specific income entry.
To attach a file (such as an invoice or receipt):
Click the Upload icon in the Evidence File column for the income record you want to update.
A file upload window will appear.
Select the relevant file from your device. You can upload:
PDFs
Images (JPG, PNG)
Spreadsheets (XLSX, CSV)
Once uploaded, the icon will update to indicate that a file has been attached.
Tip: Use descriptive file names to make documents easier to identify later (e.g., ClientPayment_Jan2025_Invoice.pdf).
Managing Uploaded Files
After uploading a file, click on the file icon to view management options:
Preview: Opens the attached file in a new browser tab for quick viewing.
Update: Replaces the current file with a new version. Click Update, choose a new file, and the old one will be replaced.
Remove: Permanently deletes the attached file from the income record.