Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Creating Account Tags

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  • Choose MANAGE > Account Tags.

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    This displays the Create Tags page.

  • Click + Create Tag.

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  • Add a tag. Give it a meaningful name that associates it with Paperless Billing and enable it to make it available for selection in Customer Care and the Product Catalog.

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  • Click Create Tag to confirm.

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    Below shows the create tag result.

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    Note

    You can edit and remove existing tags as needed via the associated kebob. You cannot delete a tag if it is present on an account. In that case, the tag must first be removed from all accounts where it exists.

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