Services (Basic): Add to invoices
The Services feature allows you to create itemized invoices and keep detailed records.
You can add services to invoices while manually sending them to clients. You can also add them via automation using invoice templates.
- Adding services when creating and sending an invoice
- Adding services when creating an invoice template
- How to find invoices with specific services
Attention! If you have the QuickBooks integration already set up, make sure to select Service income account before adding services to invoices. This will ensure that invoices will appear in the right QuickBooks account. Here's more on TaxDome transactions and your QuickBooks account.
Adding services when creating and sending an invoice
To add services both to one-time and recurring invoices:
1. Create a new invoice by clicking New on the top left, then selecting Invoice from the slide-out menu—or you can also edit an already existing invoice.
2. Click the Line Item link in the Line items section and start typing the name of the service in the Service name field. When you click on a field, you will see the 10 services most recently used by your firm.
You can also type a service name that doesn't exist, add the description (optional), and the pricing to the RATE field, and save it as a new service by clicking three dots to the right of the Line item and selecting Save as a new service in the drop-down.
- You can select any previously created service.
- Link as many services as needed.
3. Select a class from the Class dropdown for the invoice to be sent to QuickBooks (clients will not see this field).
4. Change the QTY field if the number of services you are providing is greater than one (the default value). For example, if you’re preparing past-due 1040 returns for three years, enter 3. The Amount field is updated automatically. If you’re including only one service, you don't need to change the default value.
5. If you need to change the service rate for any reason, edit the RATE field.
6. If you want tax to be included, check the box in the TAX field.
Adding services when creating a one-time or recurring invoice template
To add services to your one-time or recurring invoice template:
1. Go to Templates > Firm templates from the left menu bar, select Invoices or Recurring invoices tab, then either click Create Template or edit an existing one.
2. Click the Line Item link in the Line items section and start typing the name of the service in the Service name field. You also can type a service name that doesn't yet exist, add the description if needed and the pricing to the RATE field.
- You can select any previously created service.
- Link as many services as needed.
3. Select a class from the Class dropdown for the invoice to be sent to QuickBooks (clients will not see this field).
4. Change the QTY field if the number of services you are providing is greater than one (which is the default value). For example, if you are creating an invoice template for annual financial statements with a monthly fee of $300, enter 12. The Amount field is updated automatically.
5. If you want tax to be included, check the box in the TAX field.
Now, when you select the invoice template, all services will be automatically added to the invoice.
One-time invoices can also be sent via automation. More on sending invoices via automations.
How to find invoices with specific services
You can quickly find invoices that contain specific services. Go to Billing > Invoices from the left menu bar, click the Filter button in the top-righthand corner of the page, select the services next to the Services filter, then click Apply. Once the filter is applied, the list of invoices is narrowed.