Invoices (Basic): Share Payment Link and Paid Invoice
One doesn't need access to the client portal to view and pay an invoice. You can share the invoice link with a third party whenever you want. 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. You can do so either by copying the link to the invoice or sending it by email right from your portal.
Covered here:
- Getting a payment link for an unpaid invoice
- Sharing unpaid invoices by email
- Sharing paid invoices by email
Note! The Send Invoice by Email, Pay Invoice and Copy payment link options are only available for scheduled invoices once the invoices have been issued.
Getting a payment link for an unpaid invoice
Each invoice issued on TaxDome has its unique link that can be shared with anyone you want. To get the link, go to either your firm’s Invoices section or the Invoices section of the client’s profile, click the three-dots icon next to the invoice, then select Copy payment link.
You can then send the link to the recipient in any convenient way. Once opened, the recipient will need to fill in their details and pay.
Sharing unpaid invoices by email
You can share an unpaid invoice with a third party or your clients by sending it by email right from TaxDome. Here's how:
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(s) information, then type a message to the recipient (optional).
3. By default, invoices are sent to all emails associated with an account. Click Add Another Email Address to add one or more third-party email address(es).
4. Click Submit to send the invoice.
The recipient will get the email with invoices listed one by one and will be able to pay without the need to log in to the client portal.
Sharing paid invoices by email
You can share a paid invoice with a third party or with your clients by sending it by email right from TaxDome. Here's how:
1. Find the invoice you’d like to share in the list of invoices or in the account's client profile, then click the three dots to the far right of the invoice, and select View Invoice.
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. 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.
The recipient will get an email with the PDF version attached indicating that the invoice has been paid.
