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Invoicing - Only Manually Change Categories?
Hello, all. On invoices, is there any way to choose the category when setting up the job instead of manually changing each category for each line item when doing invoicing? We’d like to categorize each of our job numbers as, say, Web, Packaging, POP, etc. but i don’t see a way to automate that. In fact, i don’t see Categories anywhere except on the invoicing tab. Any help would be appreciated, thanks!
Custom categories must be assigned manually on an invoice, but the two default categories — Product and Service — are linked to expenses and tasks, respectively. In addition, Product and Service can be renamed if necessary. I hope that helps!