Invoice Categories

Invoice Categories in HirePOS provide a systematic way to categorise sales records, such as quotes and bookings. This feature is particularly beneficial for businesses that require organization of their sales based on various event types, including Weddings, Parties, Corporate Events, and more.

Once you have established Invoice Categories, generating reports based on these categories becomes a straightforward process. To access various reports related to your categorized sales records, navigate to:

• Reports > Bookings & Hire

• Reports > Sales

To begin utilising Invoice Categories, please follow these steps:

1. Go to Setup > Invoice Categories from the menu bar at the top of the screen.

2. Switch on the Invoice Categories preference. This action will make Invoice Categories a requirement for all new sales records.

3. Access Setup > Preferences > Restrictions, then click on the Other Fields Required sub-heading.

4. Turn on the setting "Invoice category required for invoices."

After setting up Invoice Categories, you can assign them to bookings by following these steps:

1. In the Booking screen, you will now see an Invoice Category dropdown located below the customer billing address details.

2. Select an Invoice Category from the dropdown. Please note that this dropdown will only appear if you have enabled it via Setup > Preferences > Restrictions.

By utilizing Invoice Categories in HirePOS, you can efficiently organize and track your sales records based on different categories. This functionality simplifies the analysis and management of your business operations.