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How to Record Income on Your Mobile Phone by KOTRA Riel App

by | Apr 1, 2021 | Blog, COVID-19 | 0 comments

Revenue management is very important, especially for business owners. Have you managed your transaction properly and clearly?

Today, the Digital Resource Center introduces a mobile app designed for micro, small and medium entrepreneurs to help them better manage their finances: KOTRA Riel APP.

If you do not already have this app, please follow the link below:

For iOS phones

For Android phones

After you already have this program, the next step is to create your account and start recording all transactions.

Here’s how to record your income:

Income

Income

  1. From the dashboard tap “Add New Sale”. 

  2. You can choose either to enter the total price or add a product to the sale. 

Tip: If you need help adding products to the app refer to our guide ‘How do I add new products?’. 

Cost

Cost

3. Check the date is correct and adjust if needed. 

4. You can enter a description if you like (This field is not mandatory). 

Information

Information

5. You can select the customer name if you like (This field is not mandatory). 

Tip: If you need help entering customers, refer to our guide on ‘How do I add new customers?’. 

6. Tap “Confirm

Confirm

Confirm

Well done! Your sale has been recorded.

Tip: If you made a mistake and need to edit the sale? Refer to our guide on ‘How do I edit a sale?’.

Congratulation

Congratulation

What if you make a mistake somewhere and need to correct the number of data of that income? Do not worry, let’s follow the simple steps below to adjust it to your needs:

  1. From the dashboard tap the ‘List Sale’ button. 

Tip: You can also tap on the daily sales total. 

2. Select the date on which the sale was made. 

Tip: You can also filter by the customer if you know which customer the sale was made to. 

3. Scroll through the list until you locate the sale you need to edit. 

4. Tap on the sale and select “Edit”. 

5. Change the details you need to change. 

6. Tap “confirm”. 

Well done! Your sale has been edited. 

No! I do not want to edit, I want to delete it!

How do I delete a sale?

  1. From the dashboard Tap the ‘List Sale’ button. 

Tip: You can also Tap on the daily sales total 

2. Select the date on which the sale was made. 

Tip: You can also filter by the customer if you know which customer the sale was made to. 

3. Scroll through the list until you locate the sale you need to delete. 

4. Tap on the sale and “Delete”. 

A message will appear ‘Are you sure you want to permanently delete this sale?

5. Tap “Confirm”. 

Well done! Your sale has been deleted! It will no longer appear in your sales list or reports. 

You did well! Your income has been canceled! It will no longer appear in your income statement or report

Other popular articles you should look at:

Bookkeeping(Part1)

Bookkeeping(Part2)

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