Update Client Income

Use the FlexCard feature to add or edit income for a client or household.

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To use Income and Expenses for Financial Services Cloud:	Financial Services Cloud Extension AND OmniStudio Users OR OmniStudio Admin

User Permissions Needed

To use Income and Expenses for Financial Services Cloud:

Financial Services Cloud Extension

AND

OmniStudio Users

OmniStudio Admin

Click a person account, household account, or party relationship group record.
On the Cash Flow Summary FlexCard, in the Income section, click Add.
1. In the Type field, select a type of income.
2. Enter an Amount.
3. Select a Start Date and End Date. To enter a recurring income, such as salary, leave the End Date field blank.
4. Select a Frequency. To enter an income that doesn’t recur, select One Time as the frequency.
5. To add another income type, click Add Income.
6. Save your changes.
To edit income, in the Income section, in the quick action menu, click Edit.

The summary section of the FlexCard updates based on the updated income.

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