Segments let you sort customers into separate groups. This simplifies all information and allows you to easily find specific groups of customers or invoices based on their attributes.

Create a Segment

1. In the Settings screen, click Segments.

2. In the Segments screen, click New Segment in the top-right of the screen.

3. Enter the Name of the segment. This is how the segment is displayed throughout the system.

4. Select the Object Type. Options are: Customer and Invoice.

5. Enter the Condition the object must match, using the Add Field option and the available criteria.

6. Click Save in the top-right of the screen.

Now any customer or invoice that matches the criteria is tagged with the segment name.