Sales categories

Sales categories provide a way to categorize quote items. You can also set the default tax rate for a category.

If you integrate with Xero or QuickBooks Online, specifying a category in the quote will flow right through to the invoice and chart of accounts.

You can manage categories in Settings > Sales categories.

Create a new category

  1. Hit 'New sales category'.
  2. Enter a category name (this is for internal reference, it doesn't display on quotes).
  3. Match to a default tax rate (which means this tax rate will be applied when this category is selected).
  4. Match to an integration category (if you integrate with Xero or QuickBooks Online).
  5. Hit 'Save'.

Set a default category

  1. Click to edit the category which you'd like to have as the new default.
  2. Hit 'Actions' (top right) and select 'Make default'.
  3. And you're done – It's now the default for new price items.

Archive a category

  1. Click to edit the category which you no longer need.
  2. Hit 'Actions' (top right) and select 'Archive'.
  3. It's now archived, though you can access it in the future from the 'Filter by' drop-down.
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