What are Tags?

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

For example, if you have three 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 using that service. 

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