How do I create category in Invoicera.

While creating an Expense in Invoicera, it is essential to create a “Category” for that expense.

A category helps users to differentiate the general expenses occurred in a business from the expenses that are related/assigned/incurred due to a client.

To create a category-

Step 1 : Login to your Invoicera account

Step 2 : Click on the Category module under the Sales & Billing section.**

Step 3 : Click on “Add Category +”

Enter the Category name and Category type.

Category can be of two types –

1. Client
2. Expense

"Client category" can be used to create all expense which are related to your client.

"Expense category" can be used for general expenses that occur.

Step 4 : Click on Save.

Your Category has been successfully created. Now, you can use the category further to create an expense and invoice your clients for the expenses incurred.

Updated on: 03/08/2026