Configure invoicing
Configure invoice appearance, numbers, tax rates, prepayment and regional billing settings.
Payment technology fee
Charge clients a 3% payment technology fee when they pay by credit card, helping offset processing costs
Enable prepayment & deposit for clients
Let clients pay for your services in advance.
Configure ACH payment timing
Choose when invoice-locked documents unlock and jobs automove for ACH payments—after payment clears or immediately after submission.
Invoice customization settings
Reference for the invoice customization settings available on the Invoices tab in Settings > Billing.
Set up invoice numbers
How invoice numbers are generated in TaxDome and how to set a custom starting number for QuickBooks sync.
Add a tax rate to invoices
Set and apply tax rates to invoices manually or automatically.
Hide invoices from clients
Prevent invoice visibility and online payments.
Add tax identification number to invoices in Japan
Japanese firms can add their tax identification number to invoice PDFs.