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.
• Customizing your document's template based on the tag applied.
• Tagging invoices in categories that correspond with your accounting software (for instance, synchronizing invoices to Xero categories).
• Identifying expenses that will be amortized.