Categories – Clients

InvoiceOcean gives Users the possibility of adding categories to income and expenses and grouping products.

However, there is also an option to add categories to Clients.

To do it:

• make sure that 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 client from the list and press the Edit button or add a new client using the Add new client button
• press the See more options button
• select a category from those previously created by you
• press Save
   

With this option, you can mark what type of payers your clients are or assign them to a certain project along with invoices and corresponding products.

You can also filter clients by the selected category in the Clients tab: