Default project tags

[Silverfrost]

Apologies if this is already covered somewhere but I can’t find it.

When a client has a default project tag attached in the client details, new invoices automatically get tagged with this tag. If I remove the default project tag it appears to remove the tag from previous invoices too, even if they are locked. Is this correct?

Thank you.

[QFMathew]

Hi @Silverfrost

All invoices have their own individual project tags. They can be added or removed at any time, regardless of if the invoice is locked or not.

But removing a project tag from one invoice, should only remove it from that one, not others. Are you seeing different to this?

[Silverfrost]

I’m trying to remove the default project tag from the client so that future invoices don’t have the tag as opposed to removing the tag from individual invoices.

I removed the default from one client and the tag disappeared from an old invoice. I can now see how to reinstate it so thanks for pointing that out.

Now I can’t seem to replicate the problem with other clients.

(My situation is that I had a tag called #euvat to help with compiling the EC sales list. As this is no longer required, I want to remove it from all future invoices but not previous ones)

[QFSian]

Hi @Silverfrost

I’m glad you managed to sort this out, but if you need any further help, please don’t hesitate to get in touch.