ServiceCore allows you to set up different Classes under your Settings. Classes help you categorize individual line items on invoices for reporting purposes.

Once line items on your invoices are assigned a class, you will be able to see the data flow into the "Sales by Invoice Line Items by Class" report. 

Common ways that Classes are used in ServiceCore are as follows:

• Categorizing Income types (Rental Income, Labor Costs, Portable Toilets, Roll-Off, Septic)
• Categorizing Sales Reps (in case you pay out commissions to your sales representatives based on their sales)

Before You Start

Before adding payment terms, please keep this in mind:

• You must have Manager, Admin or Owner level permission to add or edit Classes.

How to Add Classes

Follow these steps to add Classes:

1. Navigate to the Settings page
2. Click the Accounting Tab
3. Click on the Classes tab
4. Click "Add Class"
5. A lightbox will appear
6. Enter in a Name for the Class
7. Click Add New Class

How to Edit a Class

Follow these steps to edit a Class:

1. Navigate to the Settings page
2. Click the Accounting Tab
3. Click on the Classes tab
4. Find the Class you want to edit and click "Edit Class"
5. Update your class as needed.
6. Hit Save

Now that you have classes enabled, you'll be able to select them for specific line items on invoices you generate through ServiceCore.