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Tagging fields on invoices Merged

We would like to be able to create reports on invoices based off certain tags / categories that the current fields do not support.

It would be great if there could be 2-3 different "tracking categories" where one can define the type of category, and then add the options in the list - whether it be by department, project managers, service type, etc.

It would be an internal data point on the invoice to assist with reporting, not necessarily visible to the recipient of the invoice.

  • Ingrid Serritslev Talbot
  • Mar 19 2020
  • Im Ideenpool