What method is best for tagging transactions on an invoice?

The best method for tagging transactions on an invoice is to start typing the tag name and use the + Add option. This approach allows for greater flexibility and customization when it comes to organizing and categorizing transactions. By typing the tag name directly, users can quickly create new tags that reflect their specific needs or unique business processes. This is particularly useful for businesses that have unique categories that may not be included in predefined tags.

In comparison, relying solely on predefined tags can limit your ability to accurately classify transactions according to your specific requirements. Additionally, requesting new tags from a client may not be practical in a fast-paced environment, where immediate tagging is necessary for efficient workflow management. Changing tag settings in preferences could alter the overall tagging structure but does not directly assist with tagging individual transactions on invoices.