What is the By Category field used for?

The BY CATEGORY field will affect the sales items used when creating an invoice in the accounting system. If you turn off the BY CATEGORY field, then a single item will be used for all sales. The name of this item will be whatever you have chosen for the SALES ITEM NAME field. If you turn on the BY CATEGORY field, then a separate item will be used for each category in your point of sale system.

For the below use cases we recommend to have the BY CATEGORY field turned off to ensure accuracy between your POS payments and invoice totals:

• If you frequently have partial payments on your orders
• If you frequently have refunds of item modifiers.

If you choose to have the BY CATEGORY field turned on for the above use cases, there may be a difference between your daily payments and total invoice amount shown in your accounting system.