Categorising invoices

Is there a way of grouping invoices into categories? My invoices fall broadly into two types of income (but with multiple customers in each) and I’d like to look at totals separately sometimes. I don’t want to set up a separate QuickFile account though.

It would be good if I could flag invoices depending on type of income.

Thanks

Hello @Dromedary

There are a number of ways to do this.

You could split the invoices by nominal code (having 2 nominal codes in your chart of accounts for the 2 income streams). This method would also allow you to split and invoice by item line.
https://support.quickfile.co.uk/t/adding-a-new-nominal-account/8882

You could tag the invoices to different projects. This method would allow you to analyse on a project basis.
https://support.quickfile.co.uk/t/projects-in-quickfile/8858

Custom Trading styles, This method would be used if you have one company but trade under 2 names
https://support.quickfile.co.uk/t/custom-trading-styles/8831

Thanks for the quick response, Steve. The project tag option works best for me as it’s easy to recategorise invoices if I need to. I’ll do it that way. Thanks!

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