---
title: "Invoice Categories"
slug: "invoice-categories"
updated: 2026-07-21T15:29:13Z
published: 2026-07-21T15:29:13Z
canonical: "help.idibilling.com/invoice-categories"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice Categories

All revenue-generating items in the IDI platform including Product Catalog items and usage types are assigned an Invoice Category. The Invoice Category determines whether pricing for the assigned items is regulated. Invoice Category is also used with Accounts Receivable Groups (also configured in Data Management) as a means of determining how payments and adjustments are allocated. Items within the same Invoice Category are paid at the same time.

Invoice Category is considered in combination with Invoice Number when determining how payments/adjustments are allocated. There are two possible allocation methods:

- Allocate first by Invoice Category, then by Invoice Number
- Allocate first by Invoice Number, then by Invoice Category

Each customer is set to use one of these allocation methods through an Accounts Receivable Group which is assigned when the customer account is created. The Accounts Receivable Group specifies the allocation method and also establishes the order by which Invoice Categories are paid.

The values in this table populate the Invoice Category drop-down lists in
- Product Catalog
  - Products
  - Packages
  - Pricing Plans
  - Services
  - Discounts
- Data Management
  - Accounts Receivable Group Details
  - Finance Group Details
  - Usage Types
- Customer Management
  - Add Adjustment

To set up and maintain the Invoice Categories table:
- Under **Data Management** double-click **Invoice Categories**. This displays the Invoice Categories.

![InvoiceCategories](https://support.idibilling.com/webhelp/idiAdminConsole/content/en/69734.png)

The Invoice Categories window displays the following information:

| Invoice Category ID | System-generated identifier that uniquely identifies the invoice category. |
| --- | --- |
| Description | Description of the invoice category. |
| Regulated | If Yes, this category is for reference and reporting only. This does not affect how payments are applied for any system functions. |

> [!NOTE]
> Note
> 
> The ***system defined categories cannot be edited or deleted.***

The shortcut menu for this table lets you add, edit and delete invoice categories. See [Working with Data Management Tables](/v1/docs/working-with-data-management-tables).