# Categories and cost centres on invoices

> Define categories and cost centres, tag invoices with them, and filter and export by them.

Source: /help/en/invoices/categorize-invoices

Categories tag invoices for filtering and reporting; cost centres assign documents to departments or projects. Both are lists you maintain once and then apply to documents.

## Define the lists

1. Go to **Settings → Documents** and scroll to the **Lists** card at the bottom.
2. Under **Categories**, type a name, pick a colour and click the plus button.
3. Under **Cost centres**, enter a code and a name and add it.
4. Remove an entry with the bin icon. Only owners and admins can edit these lists.

## Assign a category

- On one invoice: use the **Category** dropdown in the invoice header. The change is saved immediately and works on locked (issued) invoices too.
- On several invoices: on **Invoices**, tick the rows and choose **Set category** in the selection bar. Choose **No category** to clear it.

## Assign a cost centre

Cost centres are set on incoming invoices on the incoming invoice page, and on outgoing invoices through the API or CSV import. The **Invoices** list filters by cost centre and includes it in the CSV export.

## Use them in the list

1. On **Invoices**, the category and cost centre filters appear next to the search box as soon as at least one entry exists. **Uncategorised** and **None** find documents without a value.
2. Click **View** and enable the **Category** column to show the colour dot and name in each row.
3. **Export → CSV of this view** includes the category name and the cost centre code.

Good to know:

- Changing a category or cost centre does not alter the e-invoice; it is housekeeping and allowed at any status.
- Categories and cost centres are shared across the organization.
- Owners, admins and accountants can assign categories; viewers see them read-only.

Related:

- [Filters, columns and bulk actions in the invoice list](/help/en/invoices/views-and-columns)
- [Archive and unarchive invoices](/help/en/invoices/archive-invoices)