Business units

Purpose: Invoice categories are a valuable tool for businesses, offering a range of benefits to streamline financial management. By organising transactions into specific groups, businesses can maintain structured and organised records, facilitating easier tracking of expenses and income. Moreover, categorized invoices enable more detailed financial analysis, empowering businesses to make informed decisions and allocate resources efficiently. In addition, proper categorization simplifies tax preparation by accurately identifying deductible expenses and income sources. This clarity also aids in effective budgeting by providing insight into spending patterns, allowing businesses to manage budgets more effectively. Furthermore, clearly labeled invoices enhance communication with clients, fostering transparency and trust, thus reducing the likelihood of disputes.

View setting

➡️ Profile icon > Settings > Reporting> Business units > View 

Add business unit

➡️ Add invoice category > Complete the side panel > Save

Screenshot 2024-04-25 214913.png

Reorder your categories using the Contract categories 1.2.png slider.


Invoice categories contribute to financial transparency, efficiency, and informed decision-making within businesses. Here are some examples of names and descriptions:

  1. Sales Revenue
    • This category encompasses all income generated from sales of products or services.
  2. Operating Expenses
    • These are expenses directly related to the day-to-day operations of the business,
  3. Marketing and Advertising
    • This category includes expenses incurred for promotional activities, advertising campaigns, and marketing materials.
  4. Professional Fees
    • These are fees paid to consultants, freelancers, or other professionals for services rendered.
  5. Supplies and Materials
    • This category covers expenses for office supplies, raw materials, or inventory purchases necessary for business operations.

Here are examples of invoice categories specifically tailored for a boiler service contract and an HVAC (Heating, Ventilation, and Air Conditioning) contract:

For a Boiler Service Contract

  1. Boiler Inspection and Maintenance
    • This category includes charges for regular inspections, cleaning, and maintenance of the boiler system.
  2. Parts and Repairs
    • Expenses related to replacing parts or repairing components of the boiler system.
  3. Emergency Services
    • Charges for emergency callouts or repairs outside of regular maintenance visits.
  4. Fuel or Gas Usage
    • Costs associated with the fuel or gas consumed by the boiler during operation.
  5. Compliance and Certification
    • Fees for ensuring that the boiler system meets regulatory standards and obtaining necessary certifications.

For an HVAC Contract:

  1. System Installation
    • Charges for the initial installation of the HVAC system, including labor and materials.
  2. Routine Maintenance
    • Fees for scheduled maintenance visits to ensure the proper functioning of the HVAC system.
  3. Filter Replacement
    • Costs for replacing air filters in the HVAC system to maintain indoor air quality.
  4. Refrigerant Refills
    • Charges for refilling refrigerant in air conditioning units to maintain cooling efficiency.
  5. Emergency Repairs
    • Expenses for emergency repair services in case of system breakdowns or malfunctions outside of regular maintenance visits.

Edit a business unit

➡️ Locate the category in list > Edit > Update the side panel > Save


Delete a business unit

➡️ Locate the category in list > Delete > Type 'Delete' > Delete

"Planned Preventive Maintenance" and "Service Plans" are default categories that cannot be deleted.

A contract category cannot be deleted if it has been linked to an active contract template.