Select a payment method

Table of Contents

Select payment method(s)
How saved payment methods work

You can allow your clients to pay either by credit card, bank debit, or both. While the bank debit options are usually cheaper for you, paying by credit card may be more convenient for some of your clients.

Info

To be able to select payment methods, set up the payment integration first.

Select payment method(s)

To select the payment methods you accept, go to the Payments tab of the Settings > Integrations page, then choose which payment methods you would like your clients to use: credit card, bank debits, or both.

This can be done only by a firm owner or admin .

When you select both, you’ll be able to specify the preferred payment method for each invoice you issue, or you can let the client choose.

If you enable prepayment , it will impact prepayment methods. You will see prepayment methods to choose from only if you selected Credit or debit card or Bank debit in the Payment method section. Otherwise, the prepayment method is the same as the payment method selected.

How saved payment methods work

When a client pays an invoice through the client portal, their payment details are automatically saved. This allows faster checkout on future invoices—clients can select a saved method instead of re-entering their details. Firms can charge clients using their saved payment methods directly from TaxDome.

Coming soon!

The ability to fully manage saved payment methods — add new ones, remove old ones, and choose a primary — is coming soon.

Payment methods are securely tokenized, encrypted, and stored with Stripe—not in TaxDome. The client’s actual card number is never visible to your firm.