One-time invoices: Overview

In TaxDome, you can create a one-time invoice to bill a client for any non-recurring service—directly inside the portal.

One-time invoices, explained

A one-time invoice is created manually to bill a client for a specific service—such as tax preparation, a consultation, an audit, or preparation of financial documents in cases of company liquidation. Use them whenever a one-off charge is needed, rather than a regular schedule like recurring invoices .

One-time invoices can be used on their own, included in a proposal , so clients pay or receive an invoice at the time of signing, or with a document locked to the invoice —such as a completed tax return—so the client can only access it after payment.

Key features available in one-time invoices:

• Itemize services via line items : Add services with a name, description, rate, quantity, and optional tax.
• Discounts : Apply a discount line to reduce the total.
• Fee transfer : Pass the processing fee on to the client instead of covering it yourself.
• Automatic reminders : Notify clients automatically if an invoice remains unpaid.
• PDF download : Clients can download the invoice as a PDF at any time.
• Partial payments : Clients can pay in installments if needed.

Access to invoices

Invoices can be created, viewed, and managed by the firm owner, admin, or any team member with the Manage invoices access right . With this access right, a team member can go to the Invoices tab in a client account to create, view, and assign invoices to other team members.

Note

To give a team member access to all of the firm’s invoices—not just the accounts they’re assigned to—toggle on View all accounts.

Where to find the invoice once it’s sent

Once an invoice is created, you can find it in Billing > Invoices from the left menu bar. From here, you can:

• View the invoice status (Unpaid, Paid, Overdue, etc.)
• Find out the total amount and sum of unpaid invoices
• Edit invoice data, link to jobs, download, and more
• Delete invoices in the Unpaid status

To view invoices for a specific client, open the client account and go to the Invoices tab.

Partial payments

When you want your clients to pay partially upfront or break down larger invoices into manageable installments, you can issue an invoice and request partial payments from clients.

The partial payment option is enabled by default, so you don’t need to take any action to start using it. Keep in mind the following:

• You can view the full payment history within the invoice.
• You cannot bulk pay partially paid invoices, delete them, or edit the financial details (amount, services, payment date).
• Partial payments can be made using credit . It’s available only for clients logged in to the client portal.
• It’s not available for offline payments, but you can learn about the workaround .

Automate processes with invoices

Invoices can be a key part of your automated billing workflow. You can set them up to be created and sent automatically when a job reaches a specific pipeline stage—no manual steps needed. Common use cases include:

• Creating and sending an invoice automatically when a job moves to a specific stage
• Locking a document—such as a completed tax return—so the client can only access it after payment
• Moving a job to the next pipeline stage automatically once the invoice is paid
• Sending payment reminders if the invoice is not paid within a set number of days

Since invoices can be created via pipeline automations , setting up your invoice templates once is all it takes—after that, invoices go out automatically as jobs progress through the pipeline.

Client view

When you send an invoice, the client receives a notification via email, mobile app, and client portal. Clients can pay directly from the notification link without logging in to the client portal, using the guest pay option.

Depending on your payment methods selected, clients can pay using:

Credit card

• Clients enter card number, expiration date, security code, and billing address
• May require 3D Secure verification depending on the bank
• Payment processes immediately
• Payment details are saved automatically when clients are logged into the client portal
• Clients can use Link to save payment details for one-click payments across multiple sites

Bank debit (ACH)

• Clients select their bank and authorize the connection via online banking; bank account verification is completed immediately
• Payment takes some time to be completed—from a couple of hours up to a few days (status for such payments shows as In progress)
• Payment details are saved automatically when clients are logged into the client portal
• Clients can use Link to save payment details for one-click payments across multiple sites

Tip

If you need to provide your clients with payment instructions, you can find them in the client help article .

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