Invoice categories

Where to find it

Settings → Categories

✅ Common tasks

Add a custom category

1. Open Settings → Categories

2. Click Add category

3. Enter a category name, e.g. "Leasing"

4. Optionally add a description to clarify its use

5. Click Add

Category names must be unique, even if only the capitalization differs.

Edit a category

1. Open the three-dot menu beside the category

2. Click Edit

3. Update the name (custom categories only) or description

4. Click Save

Default category names can't be changed, but you can still edit their description.

Remove a custom category

1. Open the three-dot menu beside the custom category

2. Click Remove

3. Confirm the removal in the dialog

Removing a category clears it from every invoice that used it. Default categories can't be removed.

🔗 See also

• Incoming invoices

• Editing incoming invoice details and suppliers

• Invoice extraction defaults

• Roles and permissions

• Organisation settings overview