How to add the Category in the income/expenses

Created: 2014-04-22
Last updated: 2018-09-03
Post view count: 3215

After adding categories to the InvoiceOcean you may assign one to invoices. It might help you to generate precise reports, regarding only chosen category.
To add a new category, go to Settings > Categories of income/expenses > New.

Then choose Name and Description (optional). Remember that you may edit every category.

Afterwards, assign a category to the invoice in the ‘Category’ drop-down menu.

Finally, you may create a ‘Income and expense category’ type of report:


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