Add tracking categories to invoices

Xero tracking categories let you group and report on invoice lines, for example by shop, region, brand or sales channel. Once they exist in Xero, the app can add one or two of them to every line on the invoices it posts.

How to set it up

1. Go to Setup - Advanced and find Add tracking categories to invoices.
2. Choose Add tracking categories to every invoice line.
3. Pick a Category, then the Option within it.
4. To add a second one, click Add another tracking category and pick its Category and Option.
5. Press Save.

Worth knowing

• The category and its options must already exist in Xero. Create them there first, then reload this page.
• You can't save a half-filled pair. Choose both a Category and an Option, or switch back to Do not add tracking categories.
• Xero allows at most two tracking categories on an invoice line, which is why this setting stops at two.
• If you have custom tag rules configured by our support team, they take priority over this setting for the orders they match.
• Refunds get the same category as the sale, so your reporting stays balanced.

Need a hand? Email us at help@hyvelabs.co with your shop URL.