You may have a need to use invoice categories. This can help better differentiate between invoices you may send out, and for which jobs. This setting allows you to add those categories. This helps differentiate between invoices for separate services if you need to. Invoice categories can sync with the Xero integration. Having multiple invoice categories helps set your different services correctly, as well as helps specify and drill down easier for work.
- Go to system settings > Invoice categories.
- Here you can add your invoice categories, enter them in the field, then hit ‘Save’.
Edit Invoice Categories
- To edit, click on edit. From here you will be able to alter the entry and re-save.
Delete invoice Categories
- To delete entries, click on delete. To delete in Commusoft you must type delete and tap confirm in the pop-up module. 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.