Categorize customers using customer tags

Use tags to filter debtors and change their chasing status and schedule quickly and easily.

Last updated: October 03, 2024

Customer tags in Chaser pull through the customer groups and customer tracking categories from Xero, Zapier and Chase Import. Use this feature to help categorise customers and improve reporting.

All customer tags is visible on the customer specific page. You can filter customers by tags on the Receivables page on the Customer tab. You can then select some or all customers with a specified tag to make bulk changes to their chasing status or schedule.

Chaser updates Tags when you have edited a customer within Xero. Select Edit customer when adding a new group to an existing customer in Xero.Add a space to the end of the company name, then remove the space added, then save the contact update.

Tags are currently only available to Xero, Zapier, and Chase Import users. They are not supported at the invoice level.