Settings Tags

Settings → Tags manages the shared tag library used to organize invoice and client work.

Settings tags page showing the tag library, usage counts, create controls, rename controls, and tag search. Invoices overview showing where tags help teams organize billing work alongside status, due date, and client filters. Clients workspace overview showing client records that can be organized with shared tags.

What You Can Do

create a new tag
rename an existing tag
search tag usage
review invoice, client, and total usage counts
remove tags that should no longer be used

Typical Workflow

Open Settings → Tags.
Create or rename the tag the team needs.
Search for usage before removing a tag.
Review invoice and client counts so you understand the impact of the change.

State and Permission Behavior

tag usage counts are derived from invoice and client note markers
deleting a tag removes it from the shared library and should be done only after checking usage
renaming a tag is the safer path when the team still needs the classification but wants clearer language

Troubleshooting

Search does not return the usage I expected

Confirm the tag name is exact. Tag usage is counted from saved invoice and client markers, so partial or old tag names may not return the expected result.

A tag should stay available but the wording is wrong

Rename the tag instead of deleting it. That keeps the workflow concept available while improving the language the team sees.