Invoicing customer tags

Customer tags are a brilliant way of tracking invoices to specific groups of customers, such as regular room hire customers, or parents paying contributions towards church activities their children are involved in.

You can then use the customer tags for:

• bulk creating invoices - see this helpguide article for more information
• filtering customers on the invoicing screen e.g. a group of parents.

Setting up customer tags

To get started, you first need to create Customer Tags.

On the invoicing screen, go to Manage Customers.

Click 'Apply Tag'.

Within the Apply Customer Tags screen, follow the steps on screen to add the customer tags you wish to set up.

In this example, the following tags have been added:

• Hall room booking
• Youth group parents.

Applying customer tags to customers

Customer Tags are applied within the Apply Customer Tags screen.

Click 'Apply Tag' within the Manage Customers screen.

Select the customers you wish to tag with each tag. You can assign multiple tags to a customer.

Filtering by customer tags within the invoicing screen

Setting up customer tags will enable you to filter particular groups of customers via the Customer Tag filter on the Invoicing screen.

When you click on the Customer Tag filter box, a pop-up will appear where you can select which customer tags to filter by.

The pop-up will allow you to select to display:

• No filter (include all customers)
• Customers with any of the selected Customer Tags
• Customers with all the selected Customer Tags
• Customers without any of the selected Customer Tags.

View, apply, deactivate and delete customer tags

On the Manage Customers screen you can:

• apply tags to further customers (click apply tag)
• view which customers have been assigned tags, in the fifth column in the table of customers
• manage customer tags - including editing names, deactivating and deleting customer tags.

If you wish to deactivate or delete a customer tag, click the 'Manage Customer Tags' button (cog icon) at the top right of the Manage Customers screen or the Apply Customer Tags screen. This will take you to the Manage Customer Tags screen.

Here you can see how many customers each tag has been assigned to.

• Click the 'deactivate' button (cross icon) to the right of a customer tag if you want to hide the tag. Deactivated tags can be viewed and re-activated at a later date by clicking the 'Manage Deactivated' button.
• Click the 'delete' button (bin icon) to the right of a customer tag if you want to permanently delete the tag. Deleted tags cannot be re-activated.

To help you better understand the Invoicing Module, please visit the Invoicing Module Overview page.