Categories of income and expenses
Created:
2021-06-02
Last updated: 2024-01-25
Last updated: 2024-01-25
Post view count: 1262
In InvoiceOcean you have to possibility to categorize income and expenses.
To begin with, it is necessary to add your own categories.
To do this:
- go to Settings> Categories of income/expenses
- press the blue New button
- name and (alternatively) describe the category
- press Save
From now on it is possible to assign categories to products and invoices and generate reports only for selected categories.
To assign a category to a given invoice, when creating or editing a document, select a convenient option under Category.
Learn more about the categories of income and expenses here.
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