Recipts and payment
3 articles
Receipt Categories
What this does
Receipt Categories let you classify your income and expenses into meaningful groups (e.g. Fees, Office Expenses, Old Debt). Categories help you organise entries and generate more useful reports in the Receipts & Payments module.
Before You Start
- Categories can also be created inline while adding a receipt entry using the + Add Category button.
The Receipt Categories Page
Navigate to Receipts & Payments → Categories in the left sidebar.
The list displays all active categories in a table with the following columns:
| Column | Description |
|---|---|
| Name | Name of the category (e.g. Fees, Old Debt) |
| Description | Optional description of the category |
| Action | Three-dot menu (⋯) — Edit or Mark Inactive |
Show Inactive Receipt Category — Check this box to include inactive categories in the list.
Adding a Category
Click + Add Receipt Category to open the Add Category popup:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | e.g. Fees, Office Expense, Old Debt, Office Refreshments |
| Description | No | Optional description |
Click Save to create the category.
Search
Use the Search bar to find categories by Category Name or Category Description.
Actions
| Action | Description |
|---|---|
| Edit | Opens the Edit Category popup to update the name or description |
| Mark Inactive | Deactivates the category. Inactive categories no longer appear in the Category dropdown when adding entries. |
Note: Categories cannot be deleted — only marked inactive. This preserves the integrity of historical entries that used the category.
Pagination
The list is paginated with 25 results per page by default. Use Page No., Go to Page, and Prev/Next to navigate.
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