Hiding Invoices From Clients

You can use the Hide invoices from clients feature to disable TaxDome’s invoice management and QuickBooks integration so that your clients cannot see or settle pending invoices within TaxDome.  

To do so, go to Settings, select Integrations, turn on the Hide invoices from clients toggle under Preferences, click Proceed, then click Save


Please note: Generally, our clients pay their invoices directly on TaxDome. Thus, they don’t use QuickBooks to bill clients. At TaxDome, we offer QuickBooks integration. When a firm uses it, invoices and payments are automatically sent to QuickBooks, and your clients receive an email notification for new invoice.

You can switch back to the TaxDome billing management system at any time. Go to Settings, select Integrations, turn off the Hide invoices from clients toggle under Preferences, then click Save.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us