As a client gains income whether through a job, SSI, or some other form, we need to update that on their contact record. If we have clients receiving income from specific sources, we receive additional food from the food bank. That's why updating this information is such a key priority.
This article describes how to update a client's income.
From the Client's Contact Page.
1. Click More.
2. Click Related.
3. Scroll down to the Income section.
4. Click on the most recent Income Name.
5. Click Edit.
6. Select the new Income Type the client is receiving.
7. Click the right arrow.
If a client is no longer receiving a particular income stream, select the Income Type in the Chosen column and press the left arrow to remove it.
Scroll down to the Income Type you need to remove and delete the Per Month amount.
8. Scroll down to the Income (Per Month) section.
9. Type in the monthly amount the client is now receiving in the correct income.
10. If the client is receiving non-cash benefits, scroll down to Non-Cash Benefits.
11. Select the new Non-Cash Benefits the client is receiving.
12. Click the right arrow.
13. Type in the monthly amount the client is now receiving in the correct non-cash benefit.
14. Click Save.
The client's income has been updated.
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