Payments (Basic): View, delete, link to jobs

Learn everything you need to know about managing your payments: how to view the payment details, link payments to jobs and delete them when needed. Plus, know how to quickly check whether your clients have paid — and more!

View payment information & transaction IDs

To view the payment details, navigate to the Invoices > Payments in an account profile or the Billing section. Then click the payment number or click three dots next to it and select View. You can also access payment details by opening the invoice that was covered by it. 

You can find out the payment type, amount, linked jobs, refund history and the invoices that the payment covers. If payment was made through Stripe or CPA Charge, its transaction ID is displayed.

Link payments to jobs

Link payments to jobs to make them immediately available in your workflow. A firm owner, admin or any team member who has been given access rights to manage payments can link payments to jobs.

There are three ways to link a payment:

• From the payments list: Click three dots next to the payment or open the payment and click three dots. Select Link to jobs, then select the jobs from the list. Once linked, the Linked jobs section is displayed. You can see the job’s title and the pipeline the job belongs to.

• From pipeline: Ensure the job is in the correct stage, click the job card, then click + Link at the top right. Select Payments and choose the payments to link. Linked payments will appear in the Payments section of the job card. To unlink, click the x. Use the eye icon to view the payment in a sidebar.

• From the offline payment creation sidebar: Go to New > Offline payment, click Link to jobs at the sidebar, and select the jobs. Once linked, the Jobs section is displayed. You’ll see the job’s title and the pipeline the job belongs to.

Delete declined/offline payments

As a rule, we don’t recommend deleting payments. After a payment has been posted, it should remain the same for your record-keeping. However, sometimes, you may make mistakes when recording offline payments, or bank debit transactions can fail up to 60 days after they’ve actually been authorized.

If Stripe or CPACharge declined the transaction or you made a mistake when recording an offline payment, you can delete the corresponding payment in TaxDome even if its status is Paid. However, in all other cases, you need to issue a refund rather than delete a payment. 

To delete a payment, click the three dots to the right of the payment in the list, select Delete, and confirm.

Here's what happens when the payment is deleted:

• The status of the corresponding invoice changes from Paid to Unpaid or Overdue.
• The synced payment in QuickBooks is deleted