How do I get tags on invoice items to carry over to the payment account ?
When I create a new business item that will be used in an invoice to send to a customer, I am using an account and tag for the category field. I have several rental properties and I want each payment that has been applied to an invoice to have a tag so that I can run reports, search, etc on the tag. I set up the item by going to Business>Invoices & Estimates>View all invoice items. From there you can add a new item that can be used for a line item on an invoice. On the category field for the item it says to add the category and tag in the form of Category/Tag. When I do this and use the item on an invoice it shows the correct category and tag in the invoice. But when a payment is applied to that invoice, and I run a report to show payments made for that category, the tag is not showing in the payment transactions for that category. I cannot search/sort the transactions based on the tag. If I try to edit the transaction and add the tag manually, it tells me that the payment was used to pay an invoice and and if I continue it will remove the payment from the associated invoice.
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