Invoices, customers, and cases can be filtered by labels.
A label is a field that you can fill to your liking and attach to an invoice, customer, or case. You can then use this label to filter on. This allows you to organise your administration in a way that is clear to you.
Creating labels
Users with full rights within the Payt administration, can define labels at administration level. You create the labels via the administration settings. Click on the cogwheel icon in the top right corner of your screen. From here, go to the 'Labels' tab and click 'Add label'.
Labels may contain letters, numbers, and the characters - , _ , : and /. When creating the label, you can give it a different colour to help you get an overview.
Assigning labels to invoices, customers, or cases
On any invoice page, you can find an 'Actions' button. In here, choose 'Assign labels'. The assigned labels appear under the invoice number. The same will go for assigning labels to customers or cases.
Click on the + icon to change the assigned labels. Clicking on any label opens the list of invoices with all invoices with that same label.
Assign labels in bulk
By selecting one or more invoices in the list of invoices, you can choose 'Assign labels' under bulk actions. A window appears where you can select labels. Clicking 'Save changes' assigns the labels to the selected invoices. The labels will appear as a column in your invoice list.
Filtering by labels
Once you've assigned labels to your invoices, customers, or cases, it is possible to filter your lists by labels. By selecting one or more labels in the filter in the left sidebar, only the invoices to which those labels are assigned are displayed. Ticking the 'No labels' option displays only invoices without labels.