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Invoice line item categories
Invoice line item categories
Updated over a month ago

Customizing invoice item categories allows for better organization and specification of materials and parts within invoices. This setting makes it easier to categorize and label items, ensuring clarity and detail in your invoicing system.


View Setting

➡️ Naviage to your Profile Icon > Settings > Invoice Line Item Categories > View


Adding Invoice Line item categories

➡️ Add New Invoice Item Category

  1. Enter the Category Name

  2. Click the Add invoice item category button

  3. Click Save

  4. Use to rearrange the categories.


Managing Invoice line item categories

Edit

➡️ Click Edit > Amend > Click Save

Delete

➡️ Click Delete > Type "delete" > Delete

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