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Tags in Invoicing

How to use tags (or keywords) for invoices

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

Updated 22nd January 2024

Tags (or keywords) can be applied to Invoices so that they can be easily identified in searches. For example, an organization that processing invoices in multiple offices. A filter on the location of the Accounts Payable contact person would make searches more efficient.

By applying tags, you can increase your search capabilities.

Below, you will see that an invoice has the tags Claire_Knight and Seattle associated to it. Claire Knight is the Accounts Payable contact person and Seattle is the office handling this invoice.

A tag(s) can be created on the fly by simply typing the keyword and pressing Enter to accept it, or by clicking in the Tags field and selecting an existing keyword(s) from a list based on the Tags settings:

Filter on Tags

Choose from the menu Projects and Invoices.

The overview will display all invoices. When you click on the Filters button, the Tags field is featured:

In the Tags field, you can enter an existing tag(s) (defined in the Tags settings) to filter the invoices. In this example, the Customer and the invoice Status has been selected as part of the search and the tag Seattle has been used. The invoice status Sent has been applied because Accounts Payable are only responsible for invoices sent. To apply the filter, click Search. The invoices matching the filter parameters will be displayed below.

To reset the filter, click Reset. To exit from the filter, simply re-click Filters.

Search with tags

In the Invoices overview, you can also leverage the Search for finding invoices with tags.

Based on the example above, you can search on the tag Claire_Knight or Seattle. Enter one of the tags in the Search field and press Enter:

Below, a partial tag for Claire has been entered and any matching results will be displayed:

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