Adding income manually
For payments that arrive outside of Interac e-Transfer -- cash, cheques, wire transfers, or other methods -- you can add income entries by hand.
When to use manual entry
Manual entry is for any income that Biller can't capture automatically. Common examples include:
- Cash payments -- a client pays you in person
- Cheques -- mailed or handed to you directly
- Wire transfers -- international or domestic bank wires
- Other payment platforms -- PayPal, Stripe, or direct bank deposits that don't generate an Interac notification
- Foreign currency payments -- USD, EUR, or GBP payments from clients outside Canada
If the payment came via Interac e-Transfer, forwarding the notification email is the better approach -- it's faster and captures more detail automatically. See How income is recorded for an overview of both methods.
How to add income
- Navigate to Income from the main navigation
- Click the Add Income button in the top-right corner
- Fill in the required fields: amount and client/sender name
- Optionally fill in the remaining fields (date, currency, notes, service date range)
- Click Save to create the entry
The new entry appears immediately in your income list and is reflected in your dashboard totals.
Available fields
Each manual income entry includes the following fields:
| Field | Required | Notes |
|---|---|---|
| Amount | Yes | The payment amount in the selected currency |
| Client / sender name | Yes | Links to an existing client or creates a new one |
| Date | No | Defaults to today if left blank |
| Currency | No | CAD, USD, EUR, or GBP. Defaults to your account setting. |
| Notes | No | Free-text field for your own reference |
| Service date range | No | The period the work was performed (e.g. March 1 -- March 15) |
Note that e-Transfer income parsed from forwarded emails is always recorded in CAD, since Interac e-Transfer is a Canadian payment system. Manual entries can use any of the four supported currencies.
Need more help? Email us at help@biller.ca