Category Master & Expense Categories
Category Master
Categories are like folders for your services and products — Hair, Skin, Nails, Retail Products and so on. They keep your billing screen tidy and make your reports easier to read.
📺 Watch: New Category · New Sub Category
How to open it: Master › Category Master
Categories and sub-categories
- A category is the main group (for example Hair).
- A sub-category sits inside a category (for example Hair › Colour, Hair › Cut).
Adding a category
- Click Add New › New Category.
- Choose whether it's for Products or Services.
- Type the Category Name.
- Tick Visible in Online Store if it should appear in your online store.
- 🔑 If you have the Order Management feature, you'll also see Visible in Order Management — tick it to show the category there.
- Click Save.
Adding a sub-category
Click Add New › New Sub Category, pick the Parent Category, type the name and click Save.
Editing, images and stores
On each row of the list you can:
- Edit – rename it or switch it off (untick Is Active).
- Set Image (Mini E-Commerce) – add a picture shown in your online store.
- Store Details – choose which of your stores use this category.
Changes are sent to your billing counters automatically the next time they sync.
Expense Categories
The kinds of expenses you record — rent, electricity, tea and snacks, repairs and so on. You'll pick one of these every time you record an expense, so your expense reports are neatly grouped.
📺 Watch: Expense Categories
How to open it: Master › Expense Categories
- Click New to add a category, type its Name, and save.
- To stop using a category, untick Is Active. Old expenses stay as they are.