Tags are a great way of adding additional fields to the customer invoices, allowing you to see something additional on the invoice at a glance. These additional fields (Tags) can be created quickly and found from within the invoice tab or within a specific customer invoice and added to any customer invoice.

Tags can be any range of colours and you can have unlimited tags (although we recommend <10) to avoid confusion.

You can add multiple tags to any customer invoice and filter the tag column.

Simply click "click to modify tags" when hovering over the tags to make a change or add/delete tags from your tag library. These are great examples of how tags can be leveraged. Risk, location or customer type are common.

Click Manage tags to make any changes to existing tags or click Create another tag to make as many tags as you'd like.

Pro Tip: Once Tags are created, you can filter for them within your Customer list.