Invoicing FAQ

Want to understand invoicing better and learn how to tailor it to your needs? This FAQ will help you. Frequently asked questions:

• How can I mark invoices as paid if my clients bring cash and checks?

• What can I do if my client accidentally paid twice?

• How can I issue a refund?

• What can I do if I issued a refund in Stripe/CPACharge instead of TaxDome and can’t create a refund in TaxDome now?

• What should I do if I want to use CPACharge but still want to use Stripe for autopayments?

• What can I do if my client made a pre-payment instead of paying the invoice?

• Can I apply credit to a partially paid invoice?

• How do I edit an invoice for a client who made a partial payment?

• How can I pay a $0 invoice?

• How can I check payouts in TaxDome Payments (Stripe)/CPACharge?

• How can I pay two taxes for one invoice?

• How can I check if something went wrong in TaxDome?

• How can I set up a recurring invoice with a different first payment amount?

• How do I record a partial offline payment?

• How can I ensure the service is not skipped in time entries?

• Why does my time entry require selecting a service?

• How can I see why an invoice was created?

1. How can I mark invoices as paid if my clients bring cash and checks?

If your clients don’t pay online via payment processor, you can create offline payments and use them to settle their invoices. 

2. What can I do if my client accidentally paid twice?

Issue a refund for one of the payments. 

3. How can I issue a refund?

Open the payment and click Refund payment. More details about processing refunds.

4. What can I do if I issued a refund in Stripe/CPACharge instead of TaxDome and can’t create a refund in TaxDome now?

Create another invoice and add a discount to it. The discount amount must be equal to the refunded amount.  Pay both invoices using offline payments.

5. What should I do if I want to use CPACharge but still want to use Stripe for autopayments?

You can make Stripe a default payment service provider for a while, send recurring invoices and switch back to CPACharge after all recurring invoices are accepted. This way, Stripe will be used only for automated payments and CPACharge for all other operations.

6. What can I do if my client made a pre-payment instead of paying the invoice?

Show your client how to use credit when paying the invoice. In the future, teach clients what exactly they need to do to pay.

7. Can I apply credit to a partially paid invoice?

Yes. In the client account’s Invoices tab, locate the invoice, click the three-dot menu to the far right, and select Apply credit. Clients can also apply credit through the client portal when paying a partially paid invoice. More on paying invoice with credit .

8. How do I edit an invoice for a client who made a partial payment?

You can edit invoice settings such as the number, date posted, team member, and description, but you cannot directly change financial details like the amount, services, or payment date. To adjust these, there are workarounds available—see the modifying paid invoices article for guidance.

9. How can I pay a $0 invoice?

Go to the client account’s Invoices tab, locate the invoice, click the three-dot menu to the far right, and select Pay invoice. Click Pay.

10. How can I check payouts in Stripe/CPACharge?

To check payouts:

• In TaxDome Payments (Stripe): Access your Stripe dashboard from the Integrations page, log in and check the payment status. Find out more in the article .

• In CPACharge: Go to Invoices from the left menu in CPACharge. Identify the invoice you are looking for by the customer and check its status.

11. How can I pay two taxes for one invoice?

If you need to apply two taxes, you can add another tax as a line item . In this case, don’t select the Tax checkbox next to this line item.

12. How can I check if something went wrong in TaxDome?

We carefully track all potential issues. If we have already noticed them, you can see them on one of these pages:

• https://status.taxdome.com/ – global issues influencing the whole portal or its areas

• https://intercom.help/taxdome/en/articles/9557414-opened-bugs – bugs that are currently open.

  If you think there is an issue and still can’t find it on either of these pages, please let us know .

13. How can I set up a recurring invoice with a different first payment amount?

If you want to, for example, request a deposit and set up a different amount for the first payment, you can create a proposal and add two invoices there—a one-time invoice for the first payment and recurring invoices for the rest of the payments.

14. How do I record a partial offline payment?

Create an offline payment, but don’t select an invoice to settle. This will create credit on your client account. Your client will be able to use them later when paying the invoice. Or, if they again pay offline, you’ll add credit and pay the invoice on their behalf.

15. How can I ensure the service is not skipped in time entries?

You can configure the Service field as a mandatory to ensure it is always filled in for time entries. Once this setting is applied, users won’t be able to save a time entry without selecting a service. This helps maintain consistency and ensures accurate tracking of billable work.

16. Why does my time entry require selecting a service?

This happens because the service is required for each time entry setting is enabled in your firm’s workflow settings. When this option is turned on, every time entry must be linked to a service to ensure accurate tracking and reporting.

17. How can I see why an invoice was created?

Check the Invoice source column in Billing > Invoices or Account > Invoices. See this article for more details.