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Contract product tags help you organise and filter products easily within Upmind.

Adding tags from the products & services page

  1. Go to Products & Services in your admin dashboard.
  2. Locate the contract product you want to tag.
  3. Click Add Tag next to the product.
Add tag from product & services

Add tag from product & services

  1. Select an existing tag or create a new one by typing the desired tag name.
Manage tag from product & services

Manage tag from product & services

Adding tags from inside a contract product

  1. Go to Products & Services.
  2. Open the contract product you want to tag.
  3. Click Add Tag inside the product details.
Add tag from contract product

Add tag from contract product

  1. Select an existing tag or create a new one.
Contract product with tag

Contract product with tag

Displaying product tags on invoices

Product tags do not appear on invoices by default. To show a tag on an invoice, you need to enable this option when creating or editing the tag. When creating or editing a tag, enable the option to show it to customers and on invoices. You can also set a colour for the tag. Use a bright colour, as it will be reflected on the invoice PDF.
Customise tag

Customise tag

The codes already exist in the PDF template, which can be accessed from Settings > PDF Template.
Settings > PDF Template.

Settings > PDF Template.

For the main product:
For product options:
The tag will appear on the invoice when it is downloaded.
Invoice PDF

Invoice PDF