Invoices (Advanced): Hide Invoices From Clients
This page is for TaxDome Pro users only. Upgrade at any time!
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.
Note! 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.