Settings → Invoice categories
Open the Categories section in settings.
Click Add category.
Enter a name.
Optionally add a description to explain when to use it.
Save the category.
Names are case-insensitive, so avoid near-duplicates like "Leasing" and "leasing".
Find the category in the list.
Open its menu and choose Edit.
Change the name and description for a custom category.
If it is a default category, only change the description.
Save your changes.
Default categories cannot be renamed.
Find the custom category in the list.
Open its menu and choose Remove.
Confirm the removal.
Check invoices that used it if you still need that grouping.
Deleting a category clears it from invoices that used it.
Check whether it is a default category.
Default categories can keep their name but can still have descriptions updated.
Use a custom category name instead, or contact Cashfeed support if you expected a different default.
Use a different name.
Check for spelling differences that still count as the same name.
Try a more specific label, such as a supplier or expense type.
Check whether someone removed the category.
Deleted categories are cleared from invoices that used them.
Reapply a new category where needed.
Make sure the name is not empty.
Check that the category name is not just spaces.
Try again after refreshing the settings page.
