Click the gear icon and select add new label under “choose label.” Labels can be parented, as well as customized by color.
Billing / Receivables / Labels Edit
Provides the ability to edit existing labels. Click the gear icon and select the label you want to edit.
Billing / Receivables / Labels Organization
- Contact Labels: filters the receivables screen based on labels created in the Contacts module.
- Code Labels: filters the receivables screen based on labels created from the “Service Codes” screen.
- Billing Labels: filters the receivables screen based on labels created for your billing entries.