Default category for clients in invoice


When creating a new supplier in purchases we can select a default category for each different supplier. Is it possible to add this feature for clients, so that it can save time having to select a category for each invoice produced.

Hello @chetc

This isn’t currently supported, but you can use the inventory lists to set up specific nominal codes for items. So for example, you could set up a “delivery” item set to the delivery nominal code.

There’s more information on this here: Setting up reusable inventory items

Let me know if that helps, or if you need any help setting this up :slight_smile:

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Many thanks for that. This workaround is just what I needed :smiley:

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