Invoice Categories

🗂️ Invoice Categories

This article covers how to create, manage, and use Invoice Categories within Inspect Point.

Invoice Categories help you organize and filter your invoices for clearer reporting and workflow management.

⚙️ Create Invoice Categories

Categories are created in your settings:

1. Go to Settings → Invoice/Payments → Invoice Categories
2. Click + New Category
3. Add a Name and optional Description
4. Click Save

You can also enable a setting that requires an invoice category to be selected when creating or editing an invoice, see Invoice Settings 

🧾 Using Categories on Invoices

When creating or editing an invoice, you’ll see a Category dropdown.

• If the "Require Category" setting is enabled, you must select a category before saving the invoice.
• Categories help keep your invoices organized and consistent across your workflow.
• The category does not print on the invoice for your customer, this is internal only. 

✏️ Edit or Delete Categories

To update or remove a category:

1. Go to Settings → Invoice/Payments → Invoice Categories
2. Click the ID number of the category
3. In the upper-right corner, choose Edit or Delete

🔍 Filter by Invoice Category

Use the filter options to quickly view invoices by category: 

• Invoices Tab 
• Invoice Dashboard 

Tip, if you do not see the Category filter, click the Filter icon to display it.