Payments & Corrections

Manage all client payments, including prepayments, refunds, offline payments, and paid invoice edits.

Pay on client's behalf

Pay invoices on behalf of clients using payment methods on file, a card, or bank account—directly from the firm portal.

Learn how to apply client credit to pay invoices in full or partially, both manually and automatically.

Track client payments made via cash, check, or bank transfer.

Let clients pay for your services in advance.

View and manage all payments with status tracking and export capabilities.

View transaction details, link to jobs, and delete declined or incorrect payments.

Track refund history, adjust client credit accordingly, and ensure accurate records.

Edit details, refund and reissue for corrections, and manage offline payments.

Resolve payment statuses, errors, and timing issues for Stripe, TaxDome Payments, and CPACharge.