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  • How do I quickly identify credit notes in my main invoice list?
  • Can I mark a credit note as "Paid"?
  • How do I finalize a proforma credit note?
  • Can I change the VAT rate on a credit note?
  • How do I add products or services to be credited?
  • What dates need to be set for a credit note?
  • How do I specify a different construction site address for the credit note?
  • What is a "Proforma Credit Note"?
  • How do I create a new credit note?
  • How do I send the invoice to the customer?
  • See more

Can I group items by category on the invoice?

Jonathan Pauwels
January 27, 2026 14:10

Yes. Toggle on the "Work with categories" switch. You can then add categories (e.g., General, Uncategorized) and drag-and-drop items into them to organize the invoice.

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