Overview
Income is a record of money your business has already received from a sale or service.
It shows:
What you earned
When the money was received
The amount received
The account it was recorded to (e.g., cash or bank)
Any tax, discount, or additional details attached
ℹ️ Note: Income does not track balances. Payments are assumed to be fully received at the time of recording.
What happens when you create income
When you record income in the system:
You log a completed payment
Adam categorizes it under the correct account
It is added directly to your revenue reports
No outstanding balance is created
How to Record Income (Cash Sales)
Step 1: Go to Income
From the top navigation bar, click More
Select Revenue
Click Income
This opens the income table, where you can record and manage all received payments.
Step 2: Add a new income entry
Click the Add Income button
A form (modal) will appear for you to enter the details
Step 2: Enter income details
You can record income in two ways:
Option 1: Use a prompt
Describe the transaction and let Adam generate it.
Example prompt:
“Record a cash sale of $1,200 for catering services received today from Jane Doe, on April 5, 2026.”
ℹ️ Note: If the income is prepaid (i.e, payment received before service is delivered):
Indicate in your prompt or entry that it is prepaid
Ensure to provide the duration or period the prepayment covers
This helps the system treat the income correctly over time
Option 2: Upload a document
You can upload the documents containing transaction details
The document can be in PDF, CSV, XLSX, or PNG format
⚠️ Warning: For any document attached, ensure that
Maximum 10 pages per PDF
Maximum 15,000 characters (approx. 1000 entries)
Step 3: Submit and review
Click Submit
Adam processes the data
Your income entry will appear in the table
Each entry on the table includes:
Date
Title/description
Customer (if applicable)
Amount
Account (where the income is categorized automatically)
Tax (if applicable), etc
ℹ️ Note: For Uploads, Adam will extract and record the income automatically.
How to Manage Income (Cash Sales)
Search and Filter Records
You can:
Use the search bar to find specific transactions
Filter the transactions by date range using the available date options
Filter by the revenue account/category
Edit or Delete Records
Each field on the income table is editable. Click directly on a field to edit details
To delete a transaction, select the transaction using the checkbox
You can select multiple transactions via the checkbox
Use the Delete icon at the top to remove it
Export your Sales Record
Click the Export button
A confirmation pop-up will appear
Click Export to download as an Excel document
Your income data will be downloaded as an Excel file.
Frequently Asked Questions
How do I record cash sales?
Use the Income feature.
Income is designed for:
Cash sales
Any payment received immediately
Not all my money goes through the bank. What should I do?
Record those transactions using Income.
Can I upload my net sales from another system (e.g., POS)?
Yes.
You can:
Enter it using a prompt
Upload a document with the sales data
Adam will process and record the income.