Invoices (Basic): Share With Third Parties
This page is for TaxDome Pro users only. Upgrade at any time.
At times, you might need to share an invoice with a third party. Say, you’re preparing a company tax return and must send the invoice to the board of directors or another responsible party at the company. Do it manually for both unpaid invoices and paid ones.
Covered here:
Sharing Unpaid Invoices With Third Parties
To resend or share an unpaid invoice with a third party:
1. Either select the checkboxes next to the invoices in the client account, then click Send Email with Selected Invoices, or click the three dots to the far right of the invoice, then click Send Invoice by Email.
2. Check the invoice information, then type a message to the recipient (optional).
3. Click Add Another Email Address, then type the desired email addresses.
4. Click Submit to send the invoice. Note: The contact will need to log in to their TaxDome portal to pay.
Sharing Paid Invoices With Third Parties
To resend or share a paid invoice with a third party:
1. In the Invoices list or in the account’s client profile, find the invoice you’d like to share, then click the eye icon to its right. The invoice is then displayed in a pop-up.
2. Click the three dots to the far right of the invoice number, then select Send Invoice by Email from the pull-down menu.
3. Check the invoice information, then type a custom message to the recipient (optional).
4. Click Add Another Email Address, then type the desired email addresses.
5. Click Submit to send the invoice.
