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How do I categorize items into several groups or categories on invoices?
When creating an invoice, you can divide the line items into several groups or categories by adding item headers. This lets you organize items under distinct sections while retaining the professional look of the invoice PDF you send to your customers.
To add item headers and add items to an invoice:
- Go to Invoices on the left sidebar.
- Click + New at the top-right corner.
- Under Item Table, click the dropdown next to + Add New Row and select Add New Header.
- Enter the header name. You can drag the header using the drag option to reposition it.
- Add the items that you want under the header.