Categories – Clients
Created:
2021-08-05
Last updated: 2021-11-09
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
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:
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