New Income Accounts not available on Invoices
APtheDoP
Member Posts: 1
I recently encountered two issues and having trouble resolving -
1. Created new item in "other Income" account, but isn't present/available as line item on invoice. This was working fine previously. Any solutions?
2. As a remedy to the previous issue, I created a new income item on the invoice from the invoice page. After saving, sending, receiving payment for this item, I do not see this new income on "chart of accounts", nor in the "reports" - although my recorded income as increased by the invoiced amount. Again, this item is made available on the dropdown menu on the invoice page, but not Chart of Accounts. I would like to remove/edit and not sure where I can do that.
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Hi @APtheDoP ,
Items (or products and services) added to invoices are separate from accounts added to your Chart of Accounts. If you are looking to add a new product or service that could be included as an item on invoices, this would be done through Sales > Products & Services. If you are looking to add a new account, this would be done through Accounting > Chart of Accounts. Because the Chart of Accounts page only shows you a list of your accounts, if you'd like to track your sales transactions, you can navigate to Reports to view an Account Transactions report of your Sales income account.