Overview

Invoice labels let you create custom, color-coded tags to organize and categorize invoices across your projects. Once enabled, you can assign labels to individual invoices, filter your inbox by label, and set default labels for specific projects.

Labels are managed from the General Settings page by a company admin. After labels are created, any user can assign or remove them on invoices.

Enabling Invoice Labels

Before you can create or use labels, the feature must be turned on at the company level.

1. Navigate to Settings → General.

2. Locate the Invoice Labels section.

3. Toggle Enable Invoice Labels to on.

Once enabled, the following features become available across the platform:

Creating a Label

After enabling invoice labels, you can create your first label from the Invoice Labels management panel that appears below the toggle.

1. Navigate to Settings → General.

2. Scroll down to the Invoice Labels management panel.

3. Click Add Label.

4. Enter a Name for the label (required, up to 50 characters). For example: "Urgent" or "Review Needed".

5. Enter a Description if you want to provide additional context (optional, up to 200 characters).

6. Select a Color from the color grid. A live preview of your label badge appears below the color picker.

7. Click Create Label.

The new label appears in the labels list and is immediately available for use across the platform.

Available Colors

You can choose from 16 colors when creating or editing a label. The default selection for new labels is Red.

Apply a Label to an Invoice

Labels are applied directly from the invoice view.

1. Open an invoice from your Inbox

2. In the Invoice Card on the right-hand side

3. Under the Project selector, click the Label field

4. Select one or more labels

Once applied, the label will immediately appear on the invoice in the inbox.

Filter Invoices by Label

You can quickly narrow down your inbox using labels.

1. Go to your Inbox

2. Use the Label Filter

3. Select one or more labels to filter results

4. Clear filters at any time to return to all invoices

Editing a Label

You can update a label's name, description, and color at any time. Changes apply immediately across all invoices that use the label.

1. Navigate to Settings → General.

2. Scroll down to the Invoice Labels management panel.

3. Find the label you want to update and click the ⋮ (three-dot menu) button on its row.

4. Select Edit.

5. Update the Name, Description, or Color as needed.

6. Click Save Changes.

Deleting a Label

Deleting a label removes it permanently and unassigns it from all invoices that currently use it.

1. Navigate to Settings → General.

2. Scroll down to the Invoice Labels management panel.

3. Find the label you want to remove and click the ⋮ (three-dot menu) button on its row.

4. Select Delete.

5. A confirmation dialog will appear asking: "Are you sure you want to delete the label '[label name]'?"

6. Click OK to confirm the deletion.

Setting a Default Label for a Project

When invoice labels are enabled, a Default Label column appears on the Active Projects settings page. Setting a default label for a project means new invoices associated with that project will automatically receive the selected label.

1. Navigate to Settings → Active Projects.

2. Locate the Default Label column.

3. Select a label from the dropdown for the desired project.

Permissions Summary

Different actions related to invoice labels require different permission levels.

Frequently Asked Questions