Invoices (Advanced): Hide 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. Also, you will not be able to choose the payment provider and/or payment method. 

To do so, go to Settings > Integrations from the left menu bar, turn on the Hide invoices from clients toggle in the Prepayment section of the Payments tab, click Hide, 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 by turning off the Hide invoices from clients toggle.