Using tags to categorize documents

The tags feature allows you to label your invoices to categorize your sales however you’d like. When viewing your invoices, receipts, credit notes, and expenses, you can filter by tag to view a specific set of documents.

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 automatically tag your sales. You can send through tags that will be automatically applied on your invoices.

  • Stripe: Quaderno will apply the tags you’re using in the metadata “tags” on charges and subscriptions.
  • WooCommerce: Quaderno will apply the same “tags” you’ve applied to your products in WooCommerce.
  • Easy Digital Downloads: Quaderno will add all the tags you’ve set up for your products in EDD to your final Quaderno invoices. Read more on this here.
  • Shopify: If you have multiple Shopify shops, Quaderno will automatically tag your invoices with the associated user_id for the shop. Quaderno will apply the same tags you’re using on your orders.

Use cases

Some common use cases are:

  • Tagging sales from different storefronts or income streams
  • Tagging invoices created manually
  • Tagging invoices from different third-party platforms
  • Customizing your template based on the tag applied
  • Tagging invoices in categories that correspond with your accounting software (for instance, Synchronizing invoices to Xero categories)

Filtering your invoices or expenses by category

If you sell different types of products, you may want to see reports and lists by category. For example, if you sell physical books and ebooks, you could tag your sales of physical books with one tag and ebooks with another.

Then, in Quaderno Reports, you can view the sales performance of both products side by side, in comparison.

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