You can now add invoice tags based on the customer’s location.
Invoice tags are primarily used to indicate the location's invoicing preferences. (for example Email, SMS, Post, or Print)
This tag will apply to all invoices assigned to that specific location.
To add invoice tags, open the location details and navigate to the Billing Address section.
You can add up to 5 tags per location.
The invoice tags will appear when you open the invoice.
You can also filter reports (Report > All Invoices) based on the tags.
Adding Invoice Tag to Customer Location
1. Add or edit a customer location, you will find the invoice tag dropdown under the Billing Address column.
2. Click the dropdown so you can add a tag or select from the existing one. You can only add a maximum of 5 tag per locations.
3. Always click 'Save' when you make changes.
or
4. You can add the invoice tag under the 'Invoice Tag' column on the customer's location tab.
Invoice Tag as Label
Invoice tags will serve as a label to your invoice.
Invoice Tag on Print Schedule
Invoice Tags Filter and Column on Reports
Invoices Reports
Service Lookup Reports
