Invoice / Proposal / Revenue Category
Create and manage revenue categories to classify income across invoices, proposals, and financial dashboards.
🔐 Access Control
- Only Admin users with the correct permissions can access this setting
- From the Dashboard, go to Accounting → Setup → Invoice / Proposal / Revenue Category
➕ Creating a Revenue Category
Click the + button to open the category creation form.
| Field | Description | Example |
|---|---|---|
| Category Name* | Label used across invoices and proposals | Cleaning Services, Freight Charges, Consulting |
| Account | Optional mapping to a financial account | Sales, Other Income, Deferred Revenue |
| Category Color | Optional swatch for chart representation | #000000 (Black), #00BFFF (Blue) |
Tip:
- Use sector-fit naming to match service lines
- Account mapping helps with reporting and ledger integration
- Colour coding improves visibility in revenue charts
📋 Managing Revenue Categories
Once created, categories appear in a table:
| Column | Description |
|---|---|
| Category | Name of the revenue stream |
| Account | Linked financial account (if any) |
| Color | Assigned swatch for charting |
| Action | Edit or delete the category |
Note:
- Categories are used when creating invoice or proposal line items
- Deleting a category does not affect historical records — it only prevents future use
✅ Best Practices
- Create revenue categories before issuing invoices or proposals
- Align category names with service offerings and reporting logic
- Use account mapping to support ledger exports or integrations
- Avoid overlapping categories (e.g.
TransportvsLogistics) - Review categories quarterly to reflect evolving revenue streams
