Categories
Invoist sorts every invoice into a category for you.
As it reads an invoice, Invoist picks the category from your list. If it picks the wrong one, change it once and that supplier's next invoices follow.
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How Invoist sorts your invoices
- 1
Invoist picks from your own list.
You start with a ready-made list. Rename the categories, add your own, or remove the ones you don't use.
Your categories
- Software & Subscriptions
- Office Supplies
- Travel
- Meals & Entertainment
- Professional Services
- Equipment & Hardware
- Shipping & Postage
- Other
On this invoice · Northline Supply
- 2
Correct it once, and Invoist remembers.
Change a supplier's category once, and their next invoices follow.
Northline Supply
- Equipment & Hardware
INV-1042
12 Mar 2026 · you set this
- —
INV-1108
No category yet
- 3
Split an invoice across categories.
If one invoice covers two kinds of cost, give each line its own category. It isn't counted twice in your spend totals.
INV-1042 · Northline Supply
- Equipment & Hardware
Steel brackets
$2,489.00
- Equipment & Hardware
Delivery
$360.00
The invoice is still one invoice. The lines land in two accounts.
Small differences in a supplier's name don't matter
Northline Supply
NORTHLINE SUPPLY
Northline Supply Ltd
Equipment & Hardware
All three are treated as one supplier, with one category.
Keep exploring
Try it on a real invoice.
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