Billings

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

Payment Processing Fees

All credit card payments on TaxDome are made through Stripe and/or CPACharge, the leading online payment-processing platforms for Internet businesses. You’re able to use the platform of your choice...

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By Mary Cooper

updated 11 days ago

Accepting Credit Card Payments

To accept credit card payments on your TaxDome account, you’ll need to select a secure credit card processing service (Stripe, CPACharge, or both), then connect to it by providing your business...

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By Mary Cooper

updated 7 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 to your QuickBooks accounts. Once they’re...

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By Mary Cooper

updated 10 days ago

Creating a Bill

Covered here: Creating a Bill Setting Up a Reminder About a Bill How an Invoice Number Is Generated Switching Client Accounts While Creating a Bill What Your Client Sees When You Create a Bill...

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By Mary Cooper

updated 8 days ago

Paying on Behalf of a Client Account

Your clients can always pay their bills from their portal. However, sometimes they might want you to pay for them with their credit card or using the credits available. Covered here: Settling a...

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By Mary Cooper

updated 2 months ago

Processing Manual Payments/Credits

In most cases, you will be able to process client payments directly through TaxDome. However, occasionally a client may want to make a payment in the form of a check or cash, using another...

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By Mary Cooper

updated 2 months ago

Managing Bills

TaxDome helps you keep track of your bills for clients with handy tools to view and manage them. You can access all of your bills at once or just those of a single client. Learn how to manage your...

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By Mary Cooper

updated 11 days ago

Managing Payments

TaxDome eliminates all the tricky business of managing payments by allowing you to easily access the ones you need to. You can view all payments in one place, as well as get more details about each...

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By Mary Cooper

updated 16 days ago

Processing Refunds

Important Note: When you issue a refund, the client's TaxDome credit balance goes down. Due to QBO sync rules, we do not allow refunds greater than the amount available in client's credit balance....

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By Mary Cooper

updated 2 months ago

Time Tracker

A time tracker is an essential time management tool that can help you become more organized and efficient. Our intuitive time tracker eliminates the need to use third-party time tracking software...

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By Mary Cooper

updated 5 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 ...

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By Mary Cooper

updated 3 months ago

Contracts

A Contract,  such as an engagement letter or proposal, is used to define the scope of an engagement between a firm and a client. You can have as many contract templates for different uses...

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By Mary Cooper

updated about 4 hours ago