LogoLogo
Submit a request
  • How Can We Help?
  • 📈Getting Started
    • Introduction to Alternative Payments
      • Alternative Payments Introduction
      • Why Alternative Payments
      • Submitting Product Feature Requests
      • Does Alternative Payments charge end-customers?
      • How to save up to 10 hours weekly with auto-reconciliation
      • Countries Supported
    • Account set up & configuration
      • Getting Started on Alternative Payments
      • Getting my Customers Started on Alternative Payments
      • Custom Billing Links
      • Best Practices when transitioning to Alternative Payments
      • Recording Check Payments
      • 6 helpful tips for faster payments
      • White-labeling your Payments Portal
    • 5 Best Practices to Set Up Your Account
      • How to White-label Your Portal
      • Setting Up Automatic Email Notifications
      • Setting up Auto-Pay
      • How to Navigate Insights
  • 💰Payments & Invoicing
    • Managing Customers
      • Adding New Customers
      • Editing Customers
      • Approving Customers
      • Create Customer Tags
      • Customer Impersonation
    • Payments and Payouts
      • How customers can make invoice payments
      • Making a partial invoice payment
      • Scheduling Invoice Payments
      • How to share your billing link with customers
      • Payment and Payout Report Downloads
      • ACH Chargebacks
      • Reducing Chargebacks
      • Credit Card Disputes Best Practices
      • Payout Transaction IDs
      • Issuing Refunds
    • Managing Invoices
      • Creating an Invoice
      • Archiving Invoices
    • Payments Methods
      • Customer Payment Methods
      • Managing Payment Methods
      • Our Flexible Payment Options
    • BNPL (Pay in Installments)
      • Pay in Installments Overview
      • Pay in Installments Terms
      • Pay in Installments Benefits
  • ⚙️Automations
    • Email Notifications & Reminders
      • Automatic Email Notifications
      • Automated Invoice Summaries
      • Creating Custom Email Templates
      • Tracking Email Notifications
    • Setting up Auto-Pay
      • Setting up Auto-Pay
      • Auto-Pay Permissions
      • Invoice Creation Date Auto-Pay Rules
      • Agreements-Based Auto-pay Rules
      • Billing Terms Auto-Pay Rules
    • Using Auto-charge
      • Auto-Charge Vs. Auto-Pay
      • Auto-Charge Overview
      • Batch Charging Invoices
    • Collections Assist
      • Collections Assist Overview
      • Collections Assist Best Practices
    • Insights
      • Insights Overview
  • 🔗Integrations
    • Getting Started
      • Supported Integrations
      • Differences Between Integrations?
      • Dual Integrations
    • Accounting Integration Guides
      • Quickbooks Desktop
        • Quickbooks Desktop Reconciliation
      • Quickbooks Online
        • Quickbooks Online Reconciliation
        • Recurring agreements-based Auto-Pay with QBO
        • QBO Credit Card Fee Reconciliation
        • How to disable Quickbooks Online Payments
      • Sage Intacct
      • FreshBooks
      • Microsoft Dynamics 365 Business Central
      • Zoho Books
      • Oracle NetSuite
      • Xero
        • Xero Reconciliation
    • PSA Integration Guides
      • HaloPSA
        • HaloPSA Integration Set-Up Guide
      • ConnectWise
        • Why has my invoice not synced in from ConnectWise?
      • Autotask
        • Creating User-Defined Fields
      • SuperOps
    • Quoting Integration Guides
      • Quoter Integration Set-Up Guide
      • CPQ Integration Set-Up Guide
      • QuoteWerks Integration Set-Up Guide
    • Telecom/VOIP Integration Guides
      • Datagate Integration
  • 📐Preferences
    • Customization
      • Customizing Your Help Page
      • Managing Credit Card Fees
      • Multiple Partner Dashboards with One Login
      • Managing Email Notifications
      • Custom Payment Link for Quotes
    • User Roles and Team
      • Adding and Removing Team Members
      • User Roles
      • Enabling MFA
      • New Login Experience
  • ❓End-Customer FAQs
    • End-Customer FAQs
      • Paying an Invoice via Guest Checkout
      • Logging into Your Vendor’s Payment Portal
      • Making Invoice Payments
      • Enrolling into Auto-Pay
      • Enabling Multi-Factor Authentication (MFA)
      • Inviting Other Team Members
      • Managing My Payment Methods
      • Managing Multiple Accounts
      • Disabling Email Notifications
      • Paying an Invoice in Installments
      • Paying an Unavailable Invoice
      • Downloading Itemized Invoices
Powered by GitBook

Who We Are

  • About Alternative Payments
  • For MSPs
  • For Business Services

What We Offer

  • Features
  • Pricing
  • Customer Stories

Support

  • Knowledge Base
  • Other Resources

Contact Us

  • Contact Us
  • Email Us
  • Submit a Ticket

©2025 Alternative. All rights reserved.

On this page

Was this helpful?

  1. Payments & Invoicing
  2. Managing Customers

Create Customer Tags

PreviousApproving CustomersNextCustomer Impersonation

Last updated 6 days ago

Was this helpful?

Customer tags let you categorize and segment customers for easier filtering, searching, and management. Follow these steps to create customer tags.


Customers can have multiple tags assigned and you can add or update their tags at any time.

  1. Log into your Alternative Payments Partner Dashboard

  2. Navigate to Customers and select Tag Management

  3. Select Create new tag

  4. Enter the Tag name and Description (optional)

  5. Select the customers you want to apply the tag to, and click Create Tag

You're all set! 🎉

See the section for more information on using customer tags for Auto-Pay.

Love our platform? Rate us on and check out our !

💰
Setting up Auto-Pay
Channel Program
Referral Program page