Instructions:
Step 1:
- From your Admin Dashboard, click Billing > Accounts
Step 2:
- If you have not yet created any Billing Flags, you'll need to create one by clicking onto the Acct #/Contact Name
Step 3:
- Once you're within a Billing Account, scroll down until you see the Flags tool.
- Click the Flag icon and then click "New Flag"
- Provide a Flag Name, choose the color and style, then click Save.
Step 4:
- Now that the flag has been created, you can apply the flag in bulk via the Billing > Accounts module
- Select the accounts via the bulk method and you'll see a the bulk actions tab for
Step 5:
- You'll see the newly applied flags next to the accounts selected.
