Using cost and revenue categories

Cost categories are available in credit invoices, revenue categories in templates, estimates and invoices.

In the line item dialog, a category with a specific value can be added on the "Revenue categories" tab (or "Cost categories" for credit invoices).

The value proposed is the net total of the line item in proportion to the standard share configured for the category.

After adding, the category value can still be adjusted manually, for example to distribute a line item across different categories.

What happens when copying and settling documents or when copying or importing line item groups or line items?

As far as possible, categories added to line items are also copied when copying documents, when copying or importing line item groups or line items, and when settling estimates. Exception: If an invoice with revenue categories is copied into a credit invoice (or vice versa), because only cost categories (no revenue categories) apply in the credit invoice.

Cancelling invoices: What happens to the revenue categories?

When creating a cancellation invoice (in the Options tab of the invoice), the revenue categories are copied into the cancellation invoice, but with negative values.

The result is that the sum of the categories from the invoice and the cancellation invoice is 0.

How are cost and revenue categories configured?

Cost categoriesRevenue categories