Using tags to categorize documents

The tags feature allows you to label your documents to categorize your sales and expenses however you’d like.

Adding a tag to a document

There are a few different ways you can add tags to your documents.

• Manually:  When creating a document in Quaderno, click Add tags .
• Automatically:  Some integrations allow you to tag your sales automatically.
  • Stripe:  Quaderno will apply the tags you’re using in the “tags  ” metadata of charges and subscriptions.
  • WooCommerce:  Quaderno will automatically apply the same “tags” you’ve applied to your products in WooCommerce.
  • Easy Digital Downloads:  Once configured, Quaderno will add the tags you’ve set up for your products in EDD to your invoices.
  • Shopify: Quaderno will apply the same tags you’re using on your orders. If you have multiple Shopify shops, Quaderno will automatically tag your invoices with the associated user_id  of each shop.
  
  

Use cases

Some common use cases are:

• Filtering your invoices or expenses by tag.
• Tagging sales from different storefronts or income streams.
• Tagging invoices created manually, or from different third-party platforms.
• Tagging invoices in categories that correspond with your accounting software (for instance, synchronizing invoices to Xero categories).
• Identifying expenses that will be amortized.