Share payment links and invoices
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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.
Note
The Copy payment link and Send invoice by email options are only available for scheduled invoices once the invoices have been issued.Get a payment link for an unpaid invoice
Each invoice issued on TaxDome has its unique link that can be shared with anyone you want. You can get the link:
- from your firm’s Invoices section
- from the Invoices section of the client’s profile
- from the Invoices section of the job card
To get a link, 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.
Share invoices by email
You can share an invoice—paid or unpaid—with a third party or your clients by sending it by email right from TaxDome.
- Either select the checkboxes next to the invoices in the client account, then click Email selected invoices, or click the three dots to the far right of the invoice, then click Send invoice by email.
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In the Send invoice sidebar, review the invoice(s) and amounts.
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The Contacts field shows the linked contacts the invoice will be sent to. This field isn’t editable.
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By default, invoices are sent to all linked contacts shown in Contacts. Click Add another email address to add one or more third-party email address(es).
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Type a message in Custom message (optional).
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Click Send.
What the recipient gets depends on the invoice’s status. For an unpaid invoice, they receive an email listing the invoice(s) and can pay without logging in to the client portal. For a paid invoice, they receive an email with the PDF version attached, confirming that it’s been paid.
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