Pay on client's behalf

Firms can process invoice payments on behalf of clients directly from the firm portal—without any client involvement. This article explains how to use payment methods on file, a card, or bank account to do so.

Before you start

Before paying on a client’s behalf, keep the following in mind:

• When paying on a client’s behalf, you can pay the full invoice amount or the remaining balance. Partial payments are not yet supported but will be available in a future update.
• If the client has available credit , it will be applied automatically, and the breakdown will be shown in the sidebar.
• If the payment technology fee is enabled and the selected payment method is a credit card, 3% is added to the payment amount. This does not apply if the client is on the exception list .
• If you want to make a payment without saving payment methods, copy the link to guest payments and pay on behalf of the customer without logging in. This is not possible if the payment technology fee is enabled.

Firm owners, firm admins, and firm members with both Manage payments and Manage invoices access rights who are either assigned to the specific client account or have access to all accounts can pay on a client’s behalf.

Pay on a client’s behalf

To pay an invoice for a client using their saved payment method, card details, or bank account:

1. Go to your firm’s Invoices page, the Invoices tab of the client’s profile, or the job card the invoice is linked to.

2. Click the three-dots icon next to the invoice, then select Pay invoice.

From the Invoices tab of the client’s profile, you can select multiple invoices to pay at once. Bulk payment is not available for Partially paid invoices.

Note

For scheduled invoices , the Pay invoice option is available only after they have been issued.

3. Click Pay, then select a payment option based on what’s available for the client:

• Pay using a saved payment method
• Pay by entering new card details
• Pay by logging in to the client’s web banking account
• Pay by entering bank account details manually

Once payment is processed, the invoice is marked as paid. You’ll receive a notification in Inbox+ and a payment confirmation email. The client also receives a payment confirmation email.

Pay using a saved payment method

Use this option if the client already has a card or bank account on file. Select the saved method from the list. You can see the expiry date of saved cards—if a card is close to expiring, you may want to notify the client to update their payment method.

Tip

When a client saves a payment method in the Client Portal, they see a standard Stripe notification confirming that the payment method will be available for the firm to use. As a best practice, include a payment method authorization clause in your engagement letter or terms of service—covering when and how the saved payment method may be used, payment timing, frequency, and how charges will be communicated prior to processing.

Pay by entering new card details

Use this option if the client doesn’t have a saved payment method but you’ve got their card details. First, add a new payment method.

Then, enter the card number, expiry date, and CVV to complete the payment. The credit cards details will be saved in the client’s account for future use.

Pay by logging in to the client’s web banking account

Use this option when the client is present—for example, if they’re in your office and can log in to their bank account on the spot. First, add a new payment method.

Select the US bank account tab, enter the required details, search for the client’s bank, then let them authorize and pay. The bank account details will be saved in the client’s account for future use.

Pay by entering bank account details manually

With this option, microdeposit verification is skipped for TaxDome Payments, so you can initiate payment without a waiting period.

• For TaxDome Payments: microdeposit verification is skipped, so payment can be initiated immediately. The firm is responsible for ensuring it has the client’s authorization to use the provided bank details. ACH disputes are automatically closed in the client’s favor—the payment is refunded to the client and the firm is charged an additional dispute processing fee.
• For Stripe: the standard microdeposit verification flow applies.

1. First, add a new payment method.

2. Then, select the US bank account tab and click Enter bank details manually.

3. Provide the routing number and account number, then submit and pay. The bank account details will be saved in the client’s account for future use.

Share

Link copied