Categories of income and expenses

Created: 2021-06-02
Last updated: 2021-11-09

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

Categories income expenses

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.

Categories income expenses 2

Learn more about the categories of income and expenses here.

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