This shows you the differences between two versions of the page.
— |
updates:requests-quotes-possibility-to-tag-an-invoice [2021/07/30 11:41] (current) rafal created |
||
---|---|---|---|
Line 1: | Line 1: | ||
+ | ====== Tagging Invoice ====== | ||
+ | [{{ : | ||
+ | It is possible to **tag an Invoice**. | ||
+ | |||
+ | The option is available on the ' | ||
+ | |||
+ | In order to **add a new tag** you need to: | ||
+ | |||
+ | - Insert the new tag name in the ' | ||
+ | - Click on the color square and select the color using the available palette | ||
+ | - Sending / Saving without sending the Invoice will save the tag | ||
+ | |||
+ | Once the tag is saved, it will be available in the dropdown list in the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Tags added to the Invoice are available in the Report Wizard > Scope ' | ||
+ | |||
+ | -------------- |