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
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.
Creating a New Invoice Tag
Note: Any user with the “admin_invoice_tags” permission can manage Invoice Tags in Admin.
To create a new Invoice Tag, click the “+ New Invoice Tag” button at the top of the Invoice Tag Admin page. Create a Label and Description and then click “Save”.
Editing Invoice Tags
To edit an Invoice Tag click on the Label to open the Form. Click “Save” when complete.
Invoice Tags can be deleted by clicking “X” on the far right as shown above.
Assigning Invoice Tags
Product(s) are assigned Invoice Tags in the Product Admin section on the Product Form (more than one tag may be assigned):
💡 ProTip: Need to add or remove an Invoice Tag to multiple Products? Simply select the check boxes to the left of the Products, click on “Edit” at the top of the screen, then use the Bulk Edit tool to “+ Add” or “- Remove” Invoice Tags.
📈 Analytics – Invoice Tags
Invoice Tags are also included on the Revenue Details Report in a separate column as shown below:
As a reminder, this report is generated within the Analytics section of Instinct (left sidebar).