Categorising your invoices


In the last stage of creating a new invoice, you will arrive at the Preview and send screen.

Click on the category box next to Category: to reveal a list of saved categories.

Simply select the desired category to change the transaction categorisation. Alternatively, tap Add to define a new category.

If a rule to automatically categorise the recipient has been set up, the category box will already be populated, but you can change this category if needed.

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Payments & Transactions: Categorisation