Overview
Invoice Categories in Weighsoft allow you to group customer accounts for invoicing purposes. A common use case is to separate accounts into Monthly and Weekly invoice runs. This article explains how to assign categories to accounts and use them during invoice processing.
Step 1: Create a New Invoice Category
Go to Administration.
Click on Lookups.
Select Invoice Categories.
Enter the name of the category you want to create (e.g., Monthly, Weekly).
Click Insert to save the new category.
Step 2: Assign an Invoice Category to an Account
Open the Customer Account.
Click Modify.
Go to the Invoice tab.
Scroll down to the Category dropdown.
Select the desired category (e.g., Monthly, Weekly).
Click Save.
Step 3: Use the Category in an Invoice Run
When performing an invoice run:
Open the Invoice Run window.
Select the desired Invoice Category from the dropdown.
Proceed with the invoice run.
Only accounts with the selected category will be included in the invoice run
Example
Account ABC001 is set to the Monthly category.
Account XYZ002 is set to the Weekly category.
If you run an invoice with the category set to Monthly, only ABC001 will be included in that run