Smart lists and tags to segment customers, invoices, and other data into groups

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.