Web Dashboard: Add Invoice Classification

1. From your computer, log into the Web Dashboard. 

2. Click on Settings.

3. Click on Account Settings.

4. Click '+' icon to add a classification.

5. Add a Class name and Save. 

6. This green message means your classification was saved. You can click the "x" button to close this window.

7. Click 'pencil icon' to edit the classification. 

Once you have added your Classes, you can add them to invoices:

Mobile App: Add Class to an Invoice or Estimate

Web Dashboard: Adding a Class to an Invoice