Sales Invoice Code Categories
Purpose. Defines Sales Invoice Code Categories used to classify invoice line items for consistent financial reporting, analysis and compliance.
Core components. Name and Description fields; mapping applied on invoice entry/import; grouping for revenue, cost, tax or other reporting; linkage to Sales Invoice and Credit Note Items.
Typical actions. Create or edit a category; apply codes while entering invoices or via import; review report breakdowns by category; refine descriptions when analysis needs clearer segmentation.
Outcomes & value. Delivers consistent categorisation, clearer margin and tax analysis, faster period reporting, stronger audit trail and easier compliance.
Settings > Sales Invoicing > Sales Invoice Category Codes
The link will open the Sales Invoice Code Categories grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Sales Invoice Code Category click New 
, to edit an existing Sales Invoice Code Category click Edit 
. A pop up window will appear which will allow the creation or amendment of a Sales Invoice Code Category.
Click to view - Sales Invoice Code Categories Fields and Descriptions
Complete the fields and click Save and Close 
.