Invoice tags will automatically appear on the invoice when:
They are applied on the Treatment Sheet or One-Off
A product is added directly to the invoice
Managing Invoice Tags
Admin users can add and edit Invoice Tags by going to Admin > Invoice Tags.
To add Invoice Tags to a product, simply add them from the “Invoice Tags” field.
To remove an Invoice Tag, click on the “X” under Actions on the far right of the tag.
Please note: Invoice tags can only be added to billable products.
Editing Invoice Tags
Invoice tags can be added/removed for any invoice line item by clicking the 3-dot menu > Edit. To save changes, click the orange checkmark.
Pro Tip: To edit invoices, your user must have the invoice_edit_line_item permission. If you do not have this permission, contact your Admin team to have it enabled.
You can also Bulk Edit using the Bulk Edit button to the left of Payments & Ledger or via the Ctrl+E shortcut, provided there is at least 1 line item available.
Similar to Bulk Edit on the Treatment Sheet, Bulk Edit on the Invoice screen lets you:
Select items individually
Select headings to choose multiple line items at once
Use the checkbox in the header row to select or deselect all line items on the invoice
Once items are selected, the Edit and Void buttons become active, showing a count of the selected items that will be edited or voided.
You can bulk 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:
Reminder: This report is generated from the Analytics section in Instinct (left sidebar).
Invoice Tags can be used for general ledger coding to track revenue for controlled drugs, anesthesia supplies, laboratory tests, and more. They are also useful for AAHA Chart of Accounts, Revenue Centers, and Inventory Locations.