How do I view invoices by tag?

Updated on March 18, 2018 11:58PM by Admin

Invoice tags help you organize your Invoices into groups, and also allows you to view the list of invoices by a particular tag. Tags are nothing but labels with one or two words, which will be associate with most of the invoices records, to organize the data in a personalized way.

For Instance: If you want to view the invoices under "Estimate", then that can be created as a tag. Now, on clicking the Estimate under "By Tag", the invoices associated with that tag will be displayed.

Steps to view Invoice by tags

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on “By Tags” drop down from left navigation panel.
  3. Select a “Tag” from the drop down menu. For instance: Estimate
  4. Now you can view list of events depends on selected tag as shown below:
    Estimate tag

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