To keep your information in Payt manageable we offer the option to assign labels to invoices, debtors or cases. This also allows for filtering on labels. In the article we will explain what steps to take for creating and assigning labels to invoices. Assigning labels to debtors or cases is done in a very similar fashion.
Creating a label
Payt user with at least full rights to the administration are able to manage labels for that administration. Labels may contain letters, numbers and the characters - , _ . : and /
Once created, a label kan be assigned to an invoice via bulk actions in the invoice list, or per invoice individually.
Labelling an individual invoice
On the details page of one of your invoices you will find the Actions button. In the dropdown menu for that button you can choose Apply labels. Clicking this option prompts you with a selection window containing all the labels you have previously made.
Any assigned labels will be presented just below the invoice number. You can click the + icon next to this list of labels to change what labels are assigned. Clicking on one of the assigned labels will take you to a list of all invoices that have been tagged with that particular label.
Labelling in bulk using the invoices list
If you have one or more invoices selected in your list of invoices you will see a blue button Bulk actions to the top right of your screen. Clicking this button gives you a dropdown of options, including Apply labels. As with labelling a single invoice, you can now choose what labels to apply to your selection of invoices.
Any invoices that have at least one label applied to them will be indicated in the invoices list by a grey arrow icon, as shown below.
Filtering on labels
Once you have applied one or more labels, you can filter your list of invoices on these labels. In the filter options to the left of your screen open the Labels category and choose what type of invoices you want to see. By selecting the No labels option we will show just the invoices that have no label applied to them.