Knowledge Base Getting Started Frequently Asked Questions

How to view and edit the income categories allocated to line items on an invoice

This article explains how to view and edit the income categories that are allocated to line items on an invoice if you’ve created custom income categories.

For information on editing the line items, please see this article.

Find the invoice

Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.

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Select the relevant invoice from the list.

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To show which income category has been allocated to each line item on the invoice, tick the ‘Show Income Categories’ checkbox above your invoice preview. Please note that these categories won't be included on the invoices you send to your customers, they're just for your reference.

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Edit the income categories

To change which income category an item is allocated to, select the arrow next to the category name and choose another category from the drop-down menu.

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