This setting was previously called: Invoice categories
Purpose: This settings page provides the flexibility to tailor your invoice categories. These categories come into play when creating estimates and invoices and are intended to help you categorize your financial transactions for reporting purposes. Essentially, they allow for a more organized and detailed analysis of your invoicing activities, enhancing the reporting capabilities of your system.
- Syncing invoice categories with Xero integration is possible.
Add Invoice category
- Profile icon > settings > use search functionality or navigate via the left handed to 'Reporting' category > Business units.
- Add invoice category > Enter 'Invoice category' > Save.
Edit Invoice Category
Edit > Edit 'Invoice category' name > Save.
Delete invoice Category
Delete > Type 'delete' > Delete.
- If you are unable to delete an entry, you will be given a reason why.
Xero: Using invoice categories with credit notes
When these categories are used in credit notes as well as invoices, they will also be pulled through to Xero as long as you've got the integration set up. This will take place automatically - saving you from having to make amendments when you're sending your records through.