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Incomes

Incomes is the ledger of money arriving. Most rows appear here on their own: every invoice payment, POS takings, and online store checkout writes an income when it is received. You also create incomes by hand for money that has no invoice behind it - rent you collect, a commission, a supplier refund - and for customer payments you want to settle against several outstanding invoices at once.

Menu path: Accounting > Incomes

URL: https://my.ososs.com/dashboard/incomes

Screenshot from the live OSOSS Dashboard

How incomes work in OSOSS

An income names the account the money landed in and the category it counts as. The Account picker offers only places money can arrive - cash, a second cash box, a card account, an owner contribution - while Category draws from your income and asset accounts. The posting debits the receiving account and credits the category.

Because incomes are shared plumbing, the same list is reused in a narrower form on POS Payments, Website Payments, and a POS session's detail. What you see here is the whole picture across every channel - POS, online store, mobile app, and API invoices alike.

Incomes have the same two-state lifecycle as expenses and vouchers:

StateEffectMoved by
DraftNothing posts. Invisible to reports and to account balances.The tick action, for a user holding the accept-draft permission
PostedLive debit and credit; counted in cash flow and the income statement.Nobody - posting is final

Records created by an online gateway payment are marked as such, and their amount, gateway, account, and branch are locked. That is deliberate: the money and the gateway reference are the gateway's facts, not yours. Cross-check them on Online PG Transactions instead of editing them here.

Before you start

Have your receiving accounts and income categories in place in the Chart of Accounts, and your gateways set up in Payment Methods. Cheque receipts need the cheque gateway, which reveals cheque number, cheque date, and bank name on the form.

Record a manual income

  1. Click the create button on the Posted tab, or on Draft if your role prepares entries for approval.
  2. Enter the Description, Date, and Amount in your company currency.
  3. Choose the Payment method, then the Account the money went into.
  4. Choose the Category, and add a Cost center and Branch if you use them.
  5. Attach the receipt or bank slip in Attachments, then Save.

Settling customer invoices from one payment

When a customer pays several invoices with one transfer, switch on customer settlement rather than splitting the payment by hand. Pick the customer and the section lists their unpaid invoices in your company currency, oldest first. Tick the invoices, then type each allocation or click Distribute FIFO to fill the oldest invoices up to their unpaid amount until the payment runs out. Three tiles show Amount, Allocated, and Unallocated, and a badge reads unallocated, partially allocated, fully allocated, or over allocated. Over-allocated payments are refused on save.

Reading the list

Six widgets above the table give transaction count, total, average, highest, refunded amount, and net income for the current filters. The list opens on the last 30 days, so widen the range before comparing months. Filters cover branch, customer, gateway, invoice number, and both the debit and credit account, and the columns you can add include the gateway's transaction and track IDs - the fields you need when a payout does not match your expectations.

Note: Never enter a manual income for money an invoice already collected. The invoice payment writes its own income, and a duplicate overstates revenue in every report that reads this table.
Tip: Settle by customer, not by invoice. One income with FIFO allocation across five invoices is faster to enter and far easier to reconcile than five separate incomes.
Warning: Accepting a draft posts it immediately and there is no way back through the interface. Verify amount, date, and both accounts first.

Full reference

Every option and control on this page, at a glance.

List columns

Shown by default: Date, Description, Branch, Customer, Debit account, Credit account, Gateway, Amount, Invoice number, Reference number, Payment ID, Status, Created by

Also available: Amount without exchange, Authentication ID, ID, POS session ID, Reference, Source, Time, Track ID, Transaction ID, User

Filters (19)

Form fields (14)

Account ID, Amount, Branch ID, Category ID, Cheque bank name, Cheque date, Cheque number, Cost center ID, Date, Description, Gateway ID, Invoices, Link with invoices, Note

Sortable columns

Amount, Branch, Customer, Date, Description, Gateway ID, ID, Time

Standard list tools

Every list page in OSOSS shares these controls:

Related pages

What you can do on this page

Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.

Add a record

  1. Click Add above the table - some pages label it New or show a + icon.
  2. Complete the form. Required fields carry a red asterisk and the form will not submit until they are filled.
  3. Click Save. Validation runs on submit; any field that fails shows its message directly beneath itself, and the form scrolls to the first problem.
  4. You land back on the list with the new record in place.

Fields on this form: Account ID, Amount, Branch ID, Category ID, Cheque bank name, Cheque date, Cheque number, Cost center ID, Date, Description, Gateway ID, Invoices, Link with invoices, Note

Searchable dropdowns (customer, product, account, branch...) read live data - start typing to filter rather than scrolling. Most also let you create the missing record inline so you don't lose the form you are in.

Edit a record

  1. Open the row's actions menu at the end of the row and choose Edit, or open the record and use Edit there.
  2. The form loads with current values. Change only what you need.
  3. Click Save.
Documents that are already posted to accounting, paid, or fulfilled lock the fields that would change history. That is deliberate - issue a refund, a credit note, or an adjustment instead of rewriting the original.

Open and read a record

  1. Click the row, or choose View in the row's actions menu.
  2. The detail page shows the record's own fields, its related documents, and the actions that apply to it in its current state.
  3. Use the breadcrumb or your browser's back button to return - your filters, sort, and page position are preserved.

Export the list

  1. Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
  2. Click Export All.
  3. The file downloads as a spreadsheet: one row per record, your visible columns in your order.

Print or save as PDF

  1. Choose Print in the row's actions menu, or open the record and use Print there.
  2. Pick the template or format if you are prompted.
  3. Your browser's print dialog opens - print it, or choose Save as PDF as the destination.