Categories – Clients

Created: 2021-08-05
Last updated: 2021-11-09

Post view count: 334

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
     

categories clients

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:

categories clients 2
 

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