Add income without invoices
complete
Michael Guerra
Not all income is generated through invoices, so it would be helpful to be able to add income (similar to expenses) without having to generate a random (unused) invoice.
I'm not sure if this would be an option with linked bank accounts too, but it would be nice to have all transactions (income and expenses) pulled into Hectic from a linked bank account.
Geoff Mina
complete
This feature is complete and in production. You are now able to track income for work that isn't tied to Hectic invoices.
The feature can be accessed through the Payments tab within the Accounting module.
Other income can be tracked with or without a client/project associate.
More information here:
https://help.hecticapp.com/en/articles/6167675-invoice-and-payment-list
Michael Guerra
Geoff Mina: Perfect, thanks!!
Miranda Maslany
Geoff Mina: So exciting! Thanks for the update Geoff.
E
Enoma
Geoff Mina: It would be nice to import (via CSV or API) these transactions.
Geoff Mina
in progress
Miranda Maslany
Geoff Mina: So excited for this update! :D
Geoff Mina
Merged in a post:
Add income without creating an invoice
Michael Guerra
Not all the income that I track is invoiced. I want a way to add income without creating an invoice.
Geoff Mina
planned
Geoff Mina
under review
Geoff Mina
Quick question for those that are interested in this. Would you want the income still tracked to a Client in Hectic - or would you want the ability to just have Miscellaneous income that wasn't tied to a client.
A
Adam Go
Geoff Mina: I would like both. I’m treating clients as my gig venues, so tracking the income would still be good. I could use miscellaneous income as way to track tips from the gigs too.
Miranda Maslany
Geoff Mina: I would likely create a client in most situations, but I would like both options. :)
Michael Guerra
Geoff Mina: I would say both also, just like how expenses works, only for income. That way I can add misc income that’s not tied to a client, but also attach it to a client when needed.
Miranda Maslany
Yes agreed! I'm an illustrator so I invoice organizations but am less formal for personal commissions. Would be awesome to have this feature to save the invoicing step as needed.
A
Adam Go
Almost none of my income is invoiced. I only generate invoices to trigger reporting. I would love to be able to log income, maybe similar to expenses, without having to go through the “invoice” process (generate > mark as sent > record payment).