How to add tracking categories to invoices in Rechargly
Tracking categories help you organise and report on invoices more effectively in Xero. You can set these up yourself in Rechargly.
Setting company-level defaults
Company-level tracking categories are applied to all invoices as defaults. Customer-level overrides take priority.
Go to Customer Tracking
Click the three dots […] menu in the top-right corner of the page.
Select Company Defaults.
In the modal that appears, use the dropdown menus to choose your tracking categories. You can set up to two tracking categories that will apply to all invoices.
Click Save.
Once saved, all future invoices will include these tracking categories when they are pushed to Xero.
Setting client-level tracking categories
If you need different tracking categories for specific clients, you can override the company defaults at a client level.
Go to Customer Tracking
Search for the client in the table.
Click on the tracking category fields next to the client's name.
Select the tracking category option you want for that client.
Client-level settings always override company-level defaults. This gives you full control over how subscriptions are categorised per client.
Custom P&L codes
From the same Customer Tracking page, you can also set a custom P&L account code at a client level. This lets you break up profitability reporting for subscriptions across different clients or groups.