---
title: A Guide to Deactivating Quote and Invoice Categories in ServiceBox
description: A Guide to Deactivating Quote and Invoice Categories in ServiceBox
---

[Skip to content](https://learn.getservicebox.com/a-guide-to-deactivating-quote-and-invoice-categories-in-servicebox#main-content)

English

Show submenu for translations

[![ServiceBox Workmark OrangeGradient](https://learn.getservicebox.com/hs-fs/hubfs/ServiceBox%20Workmark%20OrangeGradient.png?width=225&height=57&name=ServiceBox%20Workmark%20OrangeGradient.png)](https://learn.getservicebox.com/knowledge-base?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations

 How can we help you?

- There are no suggestions because the search field is empty.

1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [Quotes](https://learn.getservicebox.com/quotes?hsLang=en)
3. [User Guide](https://learn.getservicebox.com/quotes?hsLang=en#user-guide)

# A Guide to Deactivating Quote and Invoice Categories in ServiceBox

## You can now deactivate or reactivate Invoice and Quote categories independently in ServiceBox to streamline your workflows.

#### **Summary**

In this article, we're excited to introduce a new feature in ServiceBox that allows you to deactivate Invoice or Quote categories. This feature provides a flexible solution for users who no longer wish to use specific categories in the system. 

It's important to note that while Quote and Invoice categories are interconnected within ServiceBox, deactivating a Quote category won't automatically deactivate the corresponding Invoice category. To achieve this, manual deactivation is necessary in both the Quote and/or Invoice settings, as you prefer. You have the flexibility to deactivate either Quote or Invoice categories independently.  

The following process will walk you through the steps to deactivate/reactivate categories in Service Box.

#### **Manage Quote categories**

To deactivate Quote categories:

- Log in to your Service Box account.
- In the dashboard, locate and click on the "Settings."
- Click on the "Quotes" tab.
- Click on the blue "Settings" link underneath.
  
  ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-04-2026-08-40-35-8254-PM.png?width=670&height=320&name=image-png-May-04-2026-08-40-35-8254-PM.png)
- Find the category you would like to deactivate.
- Click the "Edit" button.
  
  ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-04-2026-08-41-19-5789-PM.png?width=670&height=240&name=image-png-May-04-2026-08-41-19-5789-PM.png)
- Locate the "Deactivated" flag and mark it as 'yes.'
- The system will display only the activated categories by default.

To reactivate Quote Categories:

- Log in to your Service Box account.
- In the dashboard, locate and click on "Settings."
- Click on the "Quotes" tab.
- Click on the blue "Settings" link underneath.
- Check off the "Active Categories only" box to access deactivated categories.
- Find the category you would like to reactivate.
- Click the "Edit" button.
- Locate the "Deactivated" flag and mark it as 'no.'
  
  ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-04-2026-08-43-06-6018-PM.png?width=670&height=424&name=image-png-May-04-2026-08-43-06-6018-PM.png)

#### **Manage Invoice categories:**

To deactivate Invoice categories:

- Log in to your Service Box account.
- Click on "Settings."
- Click on the "Invoices" tab.
- Click on the blue "Categories" link underneath.
- Find the category you would like to deactivate.
- Click the "Edit" button.

- Locate the "Deactivated" flag and mark it as 'yes.'
- The system will display only the activated categories by default
  
  ![](https://learn.getservicebox.com/hs-fs/hubfs/image-png-May-04-2026-08-44-19-5048-PM.png?width=670&height=292&name=image-png-May-04-2026-08-44-19-5048-PM.png)

<https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19118999741/original/h1LrW3t26dEB5cONOdl_S6n4AQrDhvRFHA.png?1700076553>

To reactivate Invoice Categories:

- Log in to your Service Box account.
- Click on "Settings."
- Click on the "Invoices" tab.
- Click on the blue "Categories" link underneath.
- Check off the "Active Categories only" box to access deactivated categories.
- Find the category you would like to reactivate.
- Click the "Edit" button.
- Locate the "Deactivated" flag and mark it as 'no.

#### **Exporting Deactivated Quote Categories:**

The deactivation feature extends to exports as well. If you Export Quote Items after deactivating the Quote category, deactivated categories won't appear in the spreadsheet by default. If you wish to see deactivated categories in an export, simply change the deactivated flag from 'yes' to 'no.'

### **Need Help?**

If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.

 

- [Video Learning](https://learn.getservicebox.com/video-learning?hsLang=en#main-content)

    - [Accounting Integrations](https://learn.getservicebox.com/video-learning?hsLang=en#accounting-integrations)
- [FAQs](https://learn.getservicebox.com/faqs?hsLang=en)
- [Getting started](https://learn.getservicebox.com/getting-started?hsLang=en#main-content)

    - [User Guides](https://learn.getservicebox.com/getting-started?hsLang=en#user-guides)
- [ServiceBox Mobile](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#getting-started)
    - [User Guide Technician](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-technician)
    - [User Guide Admin](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-admin)
    - [FAQ](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#faq)
    - [New Release](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#new-release)
- [Invoices](https://learn.getservicebox.com/invoices?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/invoices?hsLang=en#getting-started)
    - [Advanced Functionality](https://learn.getservicebox.com/invoices?hsLang=en#advanced-functionality)
    - [User Guide](https://learn.getservicebox.com/invoices?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/invoices?hsLang=en#faq)
- [Quotes](https://learn.getservicebox.com/quotes?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/quotes?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/quotes?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/quotes?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/quotes?hsLang=en#faq)
- [Work Orders](https://learn.getservicebox.com/work-orders?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/work-orders?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/work-orders?hsLang=en#user-guide)
    - [Advanced Functionalities](https://learn.getservicebox.com/work-orders?hsLang=en#advanced-functionalities)
    - [Work Order - FAQ](https://learn.getservicebox.com/work-orders?hsLang=en#work-order-faq)
- [Job Sites](https://learn.getservicebox.com/job-sites?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/job-sites?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/job-sites?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/job-sites?hsLang=en#faq)
- [Recurring Work](https://learn.getservicebox.com/recurring-work?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/recurring-work?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/recurring-work?hsLang=en#faq)
- [Scheduler](https://learn.getservicebox.com/scheduler?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/scheduler?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/scheduler?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/scheduler?hsLang=en#faq)
- [Timesheets](https://learn.getservicebox.com/timesheets?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/timesheets?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/timesheets?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/timesheets?hsLang=en#faq)
- [Inventory](https://learn.getservicebox.com/inventory?hsLang=en#main-content)

    - [User Guides](https://learn.getservicebox.com/inventory?hsLang=en#user-guides)
    - [FAQ](https://learn.getservicebox.com/inventory?hsLang=en#faq)
- [Vendor Orders](https://learn.getservicebox.com/vendor-orders?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/vendor-orders?hsLang=en#getting-started)
    - [Advanced Functionality](https://learn.getservicebox.com/vendor-orders?hsLang=en#advanced-functionality)
    - [User Guide](https://learn.getservicebox.com/vendor-orders?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/vendor-orders?hsLang=en#faq)
- [Reporting](https://learn.getservicebox.com/reporting?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/reporting?hsLang=en#getting-started)
    - [FAQ](https://learn.getservicebox.com/reporting?hsLang=en#faq)
    - [User Guide](https://learn.getservicebox.com/reporting?hsLang=en#user-guide)
- [Integrations](https://learn.getservicebox.com/integrations?hsLang=en#main-content)

    - [Accounting Connector](https://learn.getservicebox.com/integrations?hsLang=en#accounting-connector)
    - [ServiceBox Payments](https://learn.getservicebox.com/integrations?hsLang=en#servicebox-payments)
- [Product Updates](https://learn.getservicebox.com/product-updates?hsLang=en)
- [Data Services](https://learn.getservicebox.com/data-services?hsLang=en#main-content)

    - [FAQ](https://learn.getservicebox.com/data-services?hsLang=en#faq)
- [QuickBooks Desktop](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#user-guide)
    - [Getting Started](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#getting-started)
    - [FAQ](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#faq)
- [QuickBooks Online](https://learn.getservicebox.com/quickbooks-online?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/quickbooks-online?hsLang=en#getting-started)
    - [User Guide](https://learn.getservicebox.com/quickbooks-online?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/quickbooks-online?hsLang=en#faq)
- [Printing](https://learn.getservicebox.com/printing?hsLang=en)
- [Sage 50 (Canada)](https://learn.getservicebox.com/sage-50-canada?hsLang=en#main-content)

    - [Configuration](https://learn.getservicebox.com/sage-50-canada?hsLang=en#configuration)
    - [FAQ](https://learn.getservicebox.com/sage-50-canada?hsLang=en#faq)
    - [User Guide](https://learn.getservicebox.com/sage-50-canada?hsLang=en#user-guide)
- [First Steps for ServiceBox Users](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#user-guide)
    - [FAQ](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#faq)
- [Configuring Your ServiceBox Site](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#getting-started)
    - [User Guides](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#user-guides)
    - [FAQ](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#faq)
    - [Advanced Functionality](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#advanced-functionality)
- [Customer](https://learn.getservicebox.com/customer?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/customer?hsLang=en#user-guide)
    - [Advanced Functionality](https://learn.getservicebox.com/customer?hsLang=en#advanced-functionality)
    - [FAQ](https://learn.getservicebox.com/customer?hsLang=en#faq)
- [Notes](https://learn.getservicebox.com/notes?hsLang=en)
- [To Dos](https://learn.getservicebox.com/to-dos?hsLang=en#main-content)

    - [Getting Started](https://learn.getservicebox.com/to-dos?hsLang=en#getting-started)
    - [To Dos - User Guide](https://learn.getservicebox.com/to-dos?hsLang=en#to-dos-user-guide)
- [Vendor](https://learn.getservicebox.com/vendor?hsLang=en#main-content)

    - [User Guide](https://learn.getservicebox.com/vendor?hsLang=en#user-guide)

[![sblogo-whiteandtransparent120x30\[8666\]](https://learn.getservicebox.com/hs-fs/hubfs/sblogo-whiteandtransparent120x30%5B8666%5D.png?width=120&height=30&name=sblogo-whiteandtransparent120x30%5B8666%5D.png "sblogo-whiteandtransparent120x30[8666]")](https://learn.getservicebox.com/knowledge-base?hsLang=en)

 

<https://www.facebook.com/getservicebox/> <https://x.com/getservicebox> <https://www.instagram.com/getservicebox/?hl=en> <https://www.youtube.com/@JobboxSoftware> <https://www.linkedin.com/company/getservicebox/>

Copyright © 2026