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What are Tags?

Invoice Maker "Tags" allow you to group certain types of clients, products, services, taxes, and discounts based on your business.


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For example, if you have three different clients that all utilize your lawn mowing services, you can create a "Service Tag" labeled "Lawn Mowing Services" and assign that tag to each client that utilizes that service. 


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This gives you the opportunity to group your tagged items for a quick view of all documents, interactions, and clients that utilize each individual tag. You can view a comprehensive list of all of your created tags in the "Tags" folder under "Items." You can also assign invoices, estimates, and receipts to a respective tag.


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