Customer tags

Add free-form tags on receivable Customers to group accounts (VIP, SMB, region, and so on). Tags autocomplete from tags already used in the workspace and power Receivable invoice workflow branches via the Customer tags criterion.

1. Tag a customer

1. Go to Receivables → Customers.
2. Open a customer or create one.
3. In Tags, type to search existing tags or press Enter to create a new tag.
4. Tags appear as removable chips on the form.
5. Save.

2. See tags on the customer list

Customer list rows show tag chips next to the name so you can scan segments without opening each record.

Filter and sort options on the list may expand over time; workflow routing uses the stored tags regardless of list filters.

3. Workflow: Customer tags criterion

In Settings → Workflow Configuration → Receivable invoice:

1. Add a Conditional branch.
2. Add criterion Customer tags (internal key ar_customer_tags).
3. Choose match mode, for example has any of, has all of, or has none of, and enter tag values.

Example: When customer tags has any of VIP → extra approval step; otherwise → auto issue.

Tips and limitations

• Tags are free-form; agree naming conventions in your team to avoid duplicates (VIP vs vip).
• Renaming tags across all customers may require a bulk edit pattern (catalog management may arrive in Settings later).
• Criterion reads tags on the customer linked to the receivable, not payable invoice tags.

Quick reference