Invoicing FAQ

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

Frequently asked questions:

1. How can I mark invoices as paid if my clients bring cash and checks?
2. What can I do if my client accidentally paid twice?
3. How can I issue a refund?
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?
5. What should I do if I want to use CPACharge but still want to use Stripe for autopayments?
6. What can I do if my client made a pre-payment instead of paying the invoice?
7. How can I check payouts in Stripe/CPACharge?
8. How can I pay two taxes for one invoice?
9. How can I check if something went wrong in TaxDome?
10. How can I set up a recurring invoice with a different first payment amount?
11. How do I record a partial offline payment?

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

If your clients don’t pay online via Stripe or CPACharge, 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?

1. Create another invoice and add a discount to it. The discount amount must be equal to the refunded amount. 
2. 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 apply credits when paying the invoice. In the future, teach clients what exactly they need to do to pay.

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

To check payouts:

• In Stripe: Go to https://dashboard.stripe.com/payments and check the payment status. Use your client email to identify the payment you want to check.
• 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.

8. 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.

9. 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.

10. 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.

11. How do I record a partial offline payment?

Create an offline payment, but don’t select an invoice to settle. This will create credits 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 credits and pay the invoice on their behalf.