Categorising your invoices


#1

In the last stage of creating a new invoice, you will arrive at the Preview and send screen.

Click on the category box next to Category: to reveal a list of saved categories.

Simply select the desired category to change the transaction categorisation. Alternatively, tap Add to define a new category.

If a rule to automatically categorise the recipient has been set up, the category box will already be populated, but you can change this category if needed.


Back to Categorisation

Back to Table of Contents


Creating a new invoice
Payments & Transactions: Categorisation