Automatically tag based on down payment?

New Contributor

We require down payments prior to scheduling projects, and as of now, we have people manually converting "Down Payment Needed" tags to "Down Payment Received."


We know that we can attach automatic tags to pricebook items and materials, but is there a way to attach a tag to a balance? Then we could also trigger past-due tags, late fees applied, and other useful features.


New Contributor II

This makes so much sense on many levels. It would be very helpfull to have past due balances auto tag as "delinquent" until the invoice is paid and then the tag auto removes. Techs dont notice if a customer has a past due balance in the field but a tag on the customer would be a great big beacon for them.

Community Moderator
Community Moderator

I'd recommend using the transaction hub to track this vs a custom tag system