Category Settings

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Categories allow you to organize your Dashboard’s content in a better way.

Categories are available for Invoices, Estimates, Projects, etc.

You will be able to use/select your categories, whenever you are creating a new item, such as a new project.

Example

You may want to create categories for your project’s as follows:

  • Logo Design
  • Web Development
  • WordPress Plugins
  • etc etc

settings-categories

  • To create a new category, simply click the add button, as shown above.
  • You can also change the name of a category by clicking the edit button.
  • You can also move items from one category to another
  • Note: that you cannot delete the system Default category
  • Note: You cannot delete a category that already has items in it. You must first move the items into another category.
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