Categories
Organize your services and inventory into groups, and set default tax behavior.
Categories group your services and inventory so long lists stay organized — on invoices, in the catalog, and in the service picker. They can also set a default for whether items are taxable.
Prerequisites: Admin or appropriate permission.
What categories do
- Group related services and inventory (Exams, Vaccines, Surgery, Supplies, Travel).
- Keep visits and invoices tidy — services are listed by category, then by name.
- Provide a default taxable setting that items in the category inherit.
Manage categories
- Go to Settings → Categories.
- Add a category, rename one, or arrange them (categories can have parent/child groupings).
- Set the default tax behavior for the category if relevant.
- Save.
You'll know it worked when…
Your services and inventory sort under the right categories, and invoices group lines by category.
Tip: A small, clear set of categories beats a long one. Aim for the handful of groups your clients would recognize on an invoice.