Categories

Since much of your billing occurs on a repetitive basis, AR provides categories to speed the process of creating invoices by indicating default descriptions, billing, invoice & ledger account information that will be used when billing items linked to a category.

Categories do not have a fiscal year, so they are available every year.

This topic describes how to create, edit, and delete categories.

Create a category

  1. Select Categories from the Receivables > Accounts Receivable menu, and the Categories window opens.

  2. Click Add, and the Category Details window opens.

  3. Complete the fields as described below.

  4. Click Save.

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Edit a category

  1. Select Categories from the Receivables > Accounts Receivable menu, and the Categories window opens.

  2. Check the box for the category you want to edit, and click Edit, or click the Category link, and the Category Details window opens.

  3. Edit the fields as needed.

  4. Click Save, then Return to Categories.

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Delete a category

  1. Select Categories from the Receivables > Accounts Receivable menu, and the Categories window opens.

  2. Check the box(es) for the categor(ies) you want to delete, and click Delete. You're asked to confirm the action.

  3. Click Yes, and the categor(ies) are deleted.

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