Tags
Free-form tags help you organize invoices and customers, then filter and search the lists by tag.
Adding Tags
- In the invoice form, the customer form, and on the invoice detail page, a chip-based tag editor lets you type tags and press Enter (or comma) to add them, and click the × to remove one.
- Tags are shared globally: typing a tag that already exists attaches the same tag (case-insensitive) rather than creating a duplicate.
- Existing tags appear as suggestions while you type, so reuse is one click.
Filtering
- The Invoices and Customers list pages each have a tag filter box.
- Filtering by multiple tags matches items carrying any of them (e.g.
urgent,internationalshows everything tagged with either). - Matching is case-insensitive and ignores extra whitespace.
API
GET /api/v1/tags— all tags with usage counts (for filter suggestions).PUT /api/v1/invoices/:id/tags— replace an invoice's tags (full replace; allowed on any status).PUT /api/v1/customers/:id/tags— replace a customer's tags.GET /api/v1/invoices?tags=a,bandGET /api/v1/customers?tags=a,b— filter lists by tag.- Invoice and customer create/update payloads also accept an optional
tags: string[]field. - Invoice and customer CSV exports honor the
tagsfilter when exported from a filtered list.
Notes
- Deleting an item clears its tag links; tags no longer used by anything are pruned automatically.
- Duplicating an invoice copies its tags to the new draft.