Video Tip - Go to the 2:06 mark of the video to view information on how to add Tags to Invoices.
By tagging Invoices, you can organize your Invoices into groups; conduct searches for these tagged Invoices; and run Invoice reports using Tags as a sorting parameter.
To Tag an Invoice:
- Use one of these three ways to access the Invoices tool:
- Click on the "Invoices" tool button on the Event Dashboard.
- Use the Switch Event tool to select the appropriate Event and the "Invoices" tool.
- Click on "Invoices" in the main navigation bar.
To Remove a Tag From an Invoice:
- In the Invoice Dashboard, find the "Tags" area and click on the "X" next to each of the Tags you wish to remove.