Invoices

Invoices Overview

The
Invoices
 section lets you charge your client for services. You can upload an invoice, then set a due date and the amount due.
Select Invoices from the navigation bar.
To process invoices, you must first link a Stripe account.
You can also let your client make payments using Credit Card, ACH, or both. All ACH enabled financial institutions are supported.
The following are accepted methods of payment:
  • Visa
  • Mastercard
  • American Express
  • Discover
  • Diners Club
  • JCB.
note
When you upload an invoice, SurePrep charges 1 TaxCaddy Deliver unit once (if the Deliver unit hasn’t already been charged for the client's current tax year/tax return).Additional Stripe transaction fee rates apply separately based on payment type.Use this link to learn more about Stripe pricing.
You can select an invoice tile to view it in the
Document Viewer
 panel.
Select an invoice tile.
Once a client makes a payment in Stripe, the invoice will be marked as paid. You can also manually mark the invoice as paid from the tax payment menu.
Select Mark as Paid from the invoice menu.

What's Next?

  1. Link your Stripe account to TaxCaddy.
  2. Add an invoice.

Related content

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Invoices