Create Customer Tags

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

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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 Account Receivable > 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 Setting up Auto-Pay section for more information on using customer tags for Auto-Pay.

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