Invoice tags can be added to any invoice item to quickly generate custom reports.
🏷 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.
✅ 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.
Please note – Invoice tags can only be added to billable products.
To remove an Invoice Tag, click on the “X” under Actions on the far right of the tag.
✏️ 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.
📈 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).
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.