How to Enter Income Interest – Manual Invoice – Proprio Expert How to Enter Income Interest - Manual Invoice - Proprio Expert

How to Enter Income Interest – Manual Invoice

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Steps to Follow

1. Go to the “Accounting” tab and the “Collections” subtab.

2. In the selector at the top left, select the company that has received interest income.

3. Click on “Invoicing” at the top right.

4. Tick “Company” in the “Assignation” column.

5. Select the date (at the top right).

6. Select the account that best describes the interest income (example: “4090 – Bank charges”), or create a new account.

7. Describe the expense (example: “interest income”), and enter the amount.

8. Click on “Finish.”

9. Go back to the “Collections” subtab.

10. If you want to add a “payer” to this “invoice,” click on “Select the payers.”

11. Create a new contact for your financial institution by clicking on “Add” at the top right.

12. Enter the name of your institution, and click on “Finish” and on “OK.”

13. To account for your interest income, enter the date that you want to account for the income in “Payment Date.”

14. Select the payment method (most likely direct deposit), and re-enter the amount of the interest income.

You have now entered interest income.

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