Receipt Sources
What this does
Receipt Sources are the bank accounts, payment wallets, or cash methods through which money is received or paid. Sources are used when recording Received or Paid entries in the Receipts & Payments list.
Before You Start
- Sources are mandatory when adding a Received or Paid entry. Set up your sources here before recording entries.
- Sources can also be created inline while adding a receipt entry using the + Add Source button.
The Receipt Sources Page
Navigate to Receipts & Payments → Sources in the left sidebar.
The list displays all active sources in a table with the following columns:
| Column | Description |
|---|---|
| Name | Name of the source (e.g., Net Banking, Paytm) |
| Description | Optional description of the source |
| Action | Three-dot menu (⋯) — Edit or Mark Inactive |
Show Inactive Receipt Source — Check this box to include inactive sources in the list.
Adding a Source
Click + Add Receipt Source to open the Add Source popup:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | e.g., Net Banking, Paytm, HDFC Current Account, Cash |
| Description | No | Optional description |
Click Save to create the source.
Search
Use the Search bar to find sources by Source Name or Source Description.
Actions
| Action | Description |
|---|---|
| Edit | Opens the Edit Source popup to update the name or description |
| Mark Inactive | Deactivates the source. Inactive sources no longer appear in the Source dropdown when adding entries. |
Note: Sources cannot be deleted — only marked inactive. This preserves the integrity of historical entries that used the source.
Pagination
The list is paginated with 25 results per page by default. Use Page No., Go to Page, and Prev/Next to navigate.