How to Add Revenue Categories

Summary / Introduction

In this article, you'll learn how to add revenue categories to your products, which helps you organize and track revenue streams within your customer accounts.

Step-by-Step Instructions

1. Step One: Navigate to the 'Customers' tab

2. Step Two: Select and click into the desired customer

3. Step Three: Click on the 'Products' section

4. Step Four: Select the product you want to categorize

5. Step Five: Click 'Edit revenue'

6. Step Six: Type in a revenue category in the 'Assign a category' field

7. Step Seven: Click 'Add new item' in the dropdown to create the category

Tips & Best Practices

• Tip #1: Plan your category structure before creating new categories, as they cannot be edited or removed once created at this time

• Tip #2: If you need to make changes to a category, create a new one with the correct information instead