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. (Find directions for filtering at the bottom of the page!)
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 (i.e. Xero)
How to create a tag
- In your Quaderno account, navigate to Settings > Tags
- Click Create tag
- Give your tag a name and save the changes. That’s it!
How to add 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.
- Thrivecart: Quaderno will add tags to your invoices based on the tags you’ve set up in your ThriveCart checkout as a custom variable. Read more about 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.
Example A: Export your invoices to different categories in Xero
If you use our Xero integration, your Quaderno invoices are automatically exported to Xero with the associated tags. You can use tags so your sales are automatically categorized in Xero.
When creating the tag, use the format “xero_category_name-xero_option_name”. This would allow the tags to be synchronized with the Xero categories. The tag you set must match existing tracking categories and options in Xero otherwise it won’t work.
Example B: Filter 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.
How to filter by tag
Once you’ve added tags to your documents, you can filter your sales and expense reports according to these categories! Filtering by tag will give you more nuanced insight into your sales or expenses.
Just follow these steps:
- Open the report you’d like to view.
- Once you’ve selected the right timeframe, click on More filters and then Tags on the right side of the screen.
3. Select the tag(s) you want to be shown separately on the chart.
4. Click Apply and you’ll immediately see the new chart and report with tag-specifc data.