Tags make it easy to organize your payments. You can add tags to any payment and use them to filter reports, such as the payment report.
In this article, we will cover how to:
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CREATE a tag.
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ADD a tag when creating a manual payment
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ADD a tag to an existing payment.
- FILTER by tags on the Payment Report.
More information on tags can be found here: How to use Tags
How to CREATE a tag:
- Go to Settings > Tags
- Click + New Tag in the top right corner of your screen:
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Tags can be used in various functions of the system:
- Attach to a BOOKING
- Attach to a DOCUMENT (this includes payments)
- Attach to a GUEST PROFILE
- Attach to a PRODUCT
- Attach to a RATE PLAN
- Attach to a GROUP BOOKING
- Attach to a NOTE
- Attach to an EMAIL TEMPLATE
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You can choose from the above mentioned Tag Types when creating a new tag:
- Full Name - Enter the appropriate Name
- Short Name - Enter an abbreviation of the Full name
- Choose Colour - Select the tag colour from the available standard colour options or use the colour picker to create a custom colour for your tag.
- Tag Types - Select which item type the tag should apply to. For payments you need to select "Document". You can also chose “All tag types” which makes the tag available for use in every section.
- Disable/Enable toggle - Enable or disable the tag after creation making it active or inactive.
- Click on Save to save the tag you have just created.
ADD a tag when creating a manual payment:
- On the Booking page of the concerning booking in the Billing section, then select Charge > Manual.
- Select which tag(s) should apply to it in the Tags field.:
- Click on Create New Payment and the payment will be created with the selected tag(s) applied to it.
ADD a tag to an existing payment:
- On the Booking page of the concerning booking in the Billing section, click on the More Action button (three dots) behind the payment you would like to tag and select Edit Tags. If you do not see the payment in the Billing section, you might need to click the Expand Arrow before the Proforma/Invoice.
- In the pop up screen that appears choose one or multiple tags to apply:
FILTER by tags on the Payment Report:
- Go to Reports > Payment Report.
- Click on Filter, at the right upper corner
- Select the Tags you want to filter
- The report will now only show payment with those tags.
