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Categories of income and expenses

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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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