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Invoice Tags

Learn how to use invoice tags to quickly generate custom reports.

Written by Meridythe Lanoue

Additionally, Invoice Tags can be utilized for revenue analysis and generating detailed reports, providing deeper insights into business performance.

Use Invoice Tags for general ledger coding to report how much business was done for controlled drugs, anesthesia supplies, laboratory tests, and more! This is also helpful for AAHA Chart of Accounts, Revenue Centers, and Inventory Locations.

Invoice tags will automatically appear on the invoice when completed on the Treatment Sheet/One-off and when a product is added directly to the invoice.

Create a new invoice tag

Any user with the “admin_invoice_tags” permission can manage Invoice Tags in Admin.

To create a new Invoice Tag,

  1. Click the “+ New Invoice Tag” button at the top of the Invoice Tag Admin page.

  2. Create a Label and Description, and then click Save.

Editing invoice tags

To edit an Invoice Tag,

  1. Click on the Label to open the Form.

  2. Click “Save” when complete.

Invoice Tags can be deleted by clicking “X” on the far right as shown above.

Assigning invoice tags

Alternatively, if you need to remove multiple unnecessary tags, you can provide a list of tags to be removed or request a report of all current tags for review. This process allows for bulk tag management.

Product(s) are assigned Invoice Tags in the Product Admin. Add one or more Invoice Tags on the Product Form

To update multiple products at once:

  1. Select the checkboxes next to the products.

  2. Click Edit at the top of the list.

  3. Use Bulk Edit to Add (+) or Remove (–) Invoice Tags.

Tip: Bulk editing helps keep tagging consistent across similar products.

Analytics – Invoice Tags

Invoice Tags are also included on the Revenue Details Report in a separate column as shown below:

Using Invoice Tags in the Revenue Overview Dashboard

Invoice Tags can also be used to segment and analyze revenue effectively within the Revenue Overview Dashboard. To do this:

  1. Navigate to the Revenue Overview tab in the Dashboards section.

  2. Select the desired Invoice Tags to filter and segment your revenue data.

This feature provides valuable insights into revenue trends and performance based on specific tags.

Note: This report is generated within the Analytics section of Instinct (left sidebar).

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