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How to place a tag in invoice transaction (H&B 2017)?

unknown

I would like to run a report based on tagged transactions in
H&B 2017. For instance, if I'm offering a workshop on cat herding,
I'd like to tag all income and expense transactions with "herding" so I
can run a report based on that tag and get an overview of my profit/loss
for that workshop.

But if three of the
registrants did not pay in advance and I set up invoices for them; then I
apply their payments to the invoices, there doesn't seem to be any way
to tag either the invoice or the payment--and when I then run a p/l
report on "herding" I'm now missing three payments.

Is there a solution or work-around?

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Comments

unknown

At the top right on the invoice template is a Tag field, that's where I put my tag and then I can run a tag report which shows me everything, both paid and unpaid invoices and straight deposits without an invoice. However, I have Q2018H+B so maybe that field doesn't exist in 2017, I'm not sure.

unknown

Thanks, U S. The field is there, but it only seems to accept the company tag. So if I had more than one company it would be usable to run reports on separate companies. But when I tried to use it within the single company, it didn't seem to accept a transaction-level tag. I'll take another look at it and see if I can make it work.

unknown

Under Business->Manage Business Information menu, you can add additional tags to associate with the business, in addition to the default Company one, so that might work as an option too. HTH

mshiggins

From C. D. Bales:

If you want to use non-business tags in invoices, and/or different tags for different invoice line items, you can do so.

You can either assign the desired tag to the invoice item at Business > Invoices and estimates > View all invoice items (meaning when you use that item in an invoice, it will have the assigned tag by default); or you can add or modify a tag in an invoice item right in the invoice itself. In both situations, you just key a forward slash after the Category name, followed by the name of the desired Tag.

If you want to assign tags to individual invoice line items, you should not assign a Business Tag to the invoice itself; just leave the invoice "Business Tag" field blank.

unknown

Awesome! The "category/tag" within the invoice worked like a charm.