Categories – Clients

Created: 2021-08-05
Last updated: 2024-03-12

InvoiceOcean provides users with the option to add Categories of Incomes and Expenses and categories of products (Product Grouping).
However, there is also an option to Add categories to clients.

To make use of it:

  • Make sure you have previously created relevant categories to which you can assign your clients (if not, go to Settings > Categories of income/expenses > New).
  • Go to the Clients tab.
  • Select a clients from the list and click the Edit button or add a new client using the Add new client button.
  • Click on the See more options button.
  • Choose a category from the ones you have created earlier.
  • Click the Save button.

 categories clients

Thanks to this option, you can indicate what type of payers your clients are or assign them to a specific project along with invoices and relevant products.

On the list of clients, you can also filter by the selected category.

categories clients 2


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