Categories

Categories help organize line items into logical groups, making them easier to find and manage.

Categories list with type badge and color/icon swatches

Creating a Category

  1. When creating or editing a line item, you can select an existing category or create a new one
  2. Enter the category name
  3. Optionally set a color and icon for visual identification

Category form with type select, name, color, and icon fields

Example Categories

Category Use For
Consulting Consultation fees, advisory services
Documents Document preparation, reviews
Fees Government fees, filing fees
Add-ons Rush processing, extra services

Benefits

  • Easier selection — Line items grouped in dropdowns
  • Better organization — Visual grouping in lists
  • Cleaner reports — Group by category for analysis