Track revenue and income from various sources including client payments, bonuses, and other revenue streams.
Income Features
- Multiple income sources — client payments, bonuses, commissions
- Client linking — associate income with contacts
- Employee income — track per-employee earnings
- Date tracking — value date for accounting
- Notes — add context to income records
- Currency support — multi-currency income tracking
Income Entity
| Field | Type | Description |
|---|
amount | number | Income amount |
currency | string | Currency code |
valueDate | date | Income date |
notes | string | Description/notes |
clientId | string | Associated contact |
employeeId | string | Associated employee |
organizationId | string | Organization |
Bonus Calculations
Organization-level bonus settings:
| Setting | Description |
|---|
bonusType | PROFIT_BASED or REVENUE_BASED |
bonusPercentage | Default bonus percentage |
- Profit-based:
bonus = (revenue - expenses) × bonusPercentage
- Revenue-based:
bonus = revenue × bonusPercentage
Permissions
| Action | Permission |
|---|
| View income | INCOME_VIEW |
| Create/edit income | INCOME_EDIT |
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