Services & Custom rates
Create services & set custom rates to use in your invoices, proposals, and time entries.
Services explained
Overview of the services feature in TaxDome: what services are, how they fit into the billing workflow, and where they can be used.
Add & manage services
Let your clients know exactly what they’re paying for by adding services.
Custom billing rates explained
What custom billing rates are in TaxDome, how they differ from default service rates, and how they apply to time entries and invoices.
Add & manage custom billing rates
Create, assign, and manage custom billing rates for team members in TaxDome.
Use custom billing rates
Apply custom billing rates per team member and service in time entries, invoices, and proposals.
Work with custom billing rates list
Search, filter, sort, and manage your custom billing rates list.
Add services to invoices
Itemize invoices by adding predefined services to them.
Add services to proposals
Itemize proposals by adding predefined services to them.
Add services to time entries
Track work by project, calculate billable hours, and report earnings by service type.
Sync services with QuickBooks
Sync TaxDome service-specific data (services, rates, quantities and categories) with QuickBooks.