Accept cash payments and transfers via offline payments

There are situations where your clients can’t or don’t want to pay in the client portal. In this case, we got you covered. You can easily record a payment made via cash, check, or bank transfer.

Offline payments, explained

A firm owner, admin or team member with access rights to manage payments can issue offline payments. 

Offline payments can be used in the following ways:

• They can be added to the client account as  credit . Clients can then use this credit to pay invoices in the future.

• You can also settle existing invoices while adding the offline payment. This option is more suitable for charging clients who don’t pay in the client portal.

Note

For offline payments, partial payments are not available, but you can learn about the workaround .

Record offline payments

Follow these steps to manually record a payment made outside of TaxDome (cash, check, Square, Venmo, Wire transfer, etc.):

1. Create an offline payment using one of the following ways:

• If you just want to pay without an invoice or settle multiple invoices – click New at the top left of your screen, select Offline payment, and then choose the client account.

• If you want to settle a particular invoice quickly – go to Billing > Invoices, click three dots to the far right of the invoice you want to settle and select Record offline payment.

2. Select the payment method. If it is a Credit note, the payment will not be used for revenue calculations but will be added to the client’s account as credit .

3. Add a description outlining what the payment is for.

4. Click Save to make the offline payment.

   

   Here’s a bit more on other options for offline payments:

   

   a. Link to jobs: Link your offline payment to an existing job to make it immediately available in your workflow when needed. Click Link to Jobs, then select the jobs. Once linked, the Jobs section is displayed at the bottom. You can see the job title and the pipeline it’s in (here’s more on linking payments to jobs ).

   b.  Date: This is when the client made the payment. By default, you’ll see the current date.

   c.  Send client email notification:  Select this if you want an email about the offline payment to go out to the client.

   d.  Sync payment to QuickBooks Online:  Select this option if you want to sync this payment with QuickBooks (this could lead to duplicating payments). Here’s more on syncing payments with QuickBooks .

   e. Settle invoices paid outside of TaxDome: You’ll see the list of invoices issued for the selected account. The sum of the selected invoices will autofill the payment amount. You can settle only the full invoice amount. The workaround for adding a partial offline payment is described here .

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