Create a Finance Category for Invoices
This guide provides a process for creating a Finance Category for invoices, ensuring efficient income management. By following the steps outlined, users can easily categorize and track their financial transactions, enhancing organization and clarity in their financial records. It's an essential resource for anyone looking to streamline their invoicing process and improve their financial oversight.
Begin by going to "Finance"
From there select "Income"
Click "Add Income"
Click the gear icon above the category inside of "Financial Details"
Name the category
Give the category a type name
Choose an an Icon
8. Choose a color
9. Select "Save"
10. Your Category will display here
11. Now you can go to "Invoice"
12. Click "Create Invoice"
13. Your Finance Category will display here
