
Settings β Invoice categories
Open Settings β Invoice categories.
Review the category list.
Check each category name and description.
Default categories appear in the list, but you canβt remove them.
Open the add row in Invoice categories.
Enter a category name.
Add an optional description.
Click Add.
Category names must be unique within your organisation, ignoring letter case.
Open the category menu.
Choose Edit to change the category.
Choose Remove for a custom category.
Confirm the removal in the dialog.
Removing a category clears it from any invoices that used it.