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Add Tracking Categories To Invoices In Xero

Learn how to set up tracking categories in Rechargly.

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Written by Alex Millar
Updated this week

Tracking categories help you organise and report on invoices more effectively in Xero. At the moment, these can only be added to Invoices by the Rechargly support team for Recharging.

  1. Contact Support: Please reach out via chat or email and let us know which tracking categories you’d like added.

  2. Provide Details: Share the preferred code, name, and option you want to use.

  3. We’ll Set It Up: Our team will configure the tracking categories for you and confirm once they’re ready.

Once completed, your tracking categories will be available for use in Rechargly.

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