Setting up your Categories for Invoices

Setting up your Categories for Invoices

This file will guide you through setting up Categories for your Invoices. By default there are 3 Categories set up in the software already:
  1. VPA - Vendor Paid Advertising
  2. Commissions
  3. General
Info
The 3 default Categories cannot be edited or deleted but you can add your own Categories
Examples of extra Categories you may wish to add could be:
  1. Lawn Mowing
  2. Cleaning
  3. Photography
These Categories can then be used to create invoices for these services which are sent on to the client to pay. To add an extra Category follow the below steps:
  1. Hover over the Finances menu
  2. Click on Invoices
  1. Click on Categories
  2. Select + Add Category
  1. Type in the new Category name
  2. Click on Save
  1. When creating a new Invoice this Category will now be available in the dropdown options