Billings

Get smarter with your invoicing. Always get paid, with no more accounts receivable or manual reconciliation.

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Payment-Processing Fees

All credit card payments on TaxDome are made through Stripe, a leading online payment-processing platform for Internet businesses. You’ll need to connect to Stripe to securely accept credit card payments through your TaxDome account. Processing...

By Mary Cooper

updated 12 days ago

Accepting Credit Card Payments

To accept credit card payments on TaxDome account, you’ll need to connect to Stripe. All credit card payments are made through Stripe, a secure credit card processing service. We never store any of our clients’ payment details. To find out more...

By Mary Cooper

updated 12 days ago

Connecting to QuickBooks

TaxDome helps you streamline the end-to-end flow of your entire accounting process. If you're used to using QuickBooks Online, you can link your TaxDome and QBO accounts. Once they’re linked, you'll see all payments and details made through...

By Mary Cooper

updated 15 days ago

How to Avoid Double Counting Stripe Transactions

Please keep in mind that if youprocess payments in TaxDome with Stripe,sync TaxDome with QuickBooks online, and have QuickBooks connected to the bank account where Stripe payouts are madeyou will be double-counting your Stripe income. The same...

By Mary Cooper

updated 12 days ago

Creating a Bill

Covered here:Creating a BillChanging a Client's Name During Creating a BillCreating a BillYou can create a bill in TaxDome by following these steps:1. Click the +NEW button in the blue sidebar, select Bill from the pull-down menu, then find the...

By Mary Cooper

updated 10 days ago

Processing Manual Payments

Covered here:Creating Manual PaymentsChanging a Client's Name During Creating a Payment/Promotional CreditLinking Manual Payments to BillsIn most cases, you will be able to process client payments directly through TaxDome. However, occasionally a...

By Mary Cooper

updated 10 days ago

Managing Bills

Covered here:Billings OverviewSearching for a BillFiltering a List of BillsSorting a List of BillsViewing a Payment HistoryDeleting a BillEditing a BillEmailing an InvoiceBillings OverviewTaxDome helps you keep track of your bills for clients with...

By Mary Cooper

updated about 1 month ago

Managing Payments

Covered here:Payments SectionSearching for a PaymentFiltering a List of PaymentsViewing Payment Information in More DetailPayments SectionTaxDome eliminates all the tricky business of managing payments by allowing you to easily access the ones you...

By Mary Cooper

updated about 1 month ago

Processing Refunds

Sometimes, you may need to issue a refund or cancel a payment. This is a great opportunity to demonstrate your commitment to excellent customer service by refunding payments in a prompt and professional way. You can refund either all or part of a...

By Mary Cooper

updated 2 months ago

Hiding Billings

You can use the Hide Billings feature to disable TaxDome’s billing management and QuickBooks integration so that your clients cannot see or settle pending bills within TaxDome. To do so, go to Settings, select Payment Processing, click HIDE in the...

By Mary Cooper

updated about 1 month ago