Invoice Categories
Required Role
ACCOUNT permission — Global roles only
Invoice Categories define the line item categories used on client invoices. These categories are used for financial reporting and help you understand the breakdown of your revenue by service type.
Default Categories
| Category | Examples |
|---|---|
| Professional Services | Agency fees, consultation fees |
| Government Charges | IMMI application fees, IELTS test fees |
| Skills Assessment Fees | VETASSESS, Engineers Australia fees |
| Document Services | Translation, certification, courier |
| Third-Party Disbursements | Medical examinations, police checks |
Adding a Category
- Click Add Category
- Enter the category name
- Add a description (optional)
- Set the GST treatment (GST-inclusive / GST-exclusive / GST-free)
- Click Save
Using Categories on Invoices
When creating an invoice, each line item is assigned a category. This allows the Financial Reports to show revenue broken down by category.