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Invoices

Adding an invoice

The invoice section lets you add an invoice by uploading a PDF copy.
Follow these steps to add a new invoice:
  1. On the
    Overview
     screen, select a client tile to view the client profile. You can also search for a client then select the client tile from the search result.
  2. Select the
    Invoices
     tab.
  3. Select the tax year.
  4. Drag & Drop
     lets you drag your PDF file inside the drop zone. You can also upload a document when you select the
    Drag & Drop
     box.
    If you selected the
    Drag & Drop
     box, select a file to upload from your device.
  5. When the
    Add Invoice for Tax Year
     window appears, you will see the file upload progress bar.
  6. A PDF icon appears on the
    Add Invoice for Tax Year
     window once the file is uploaded completely. If you have mistakenly added the wrong PDF file, select the
    Delete
     icon on the top-right corner of the PDF file to remove this document. On the window, you can drag and drop the correct PDF inside the file upload area or select the file upload area and select the correct file.
  7. Fill out the following fields:
    • Invoice Name
      Once the file has been uploaded completely, the PDF file name will be auto-populated into the
      Invoices Name
       field. However, it can be renamed if needed. Text can't exceed the 256 character limit and should be limited to standard special characters.
    • Amount Due
      Only accepts a numeric value (for example, 123456); You can also insert a decimal as a special character. Enter a minimum of $10 or above.
    • Due Date
      Enter the invoice due date. When entering data, follow the MM/DD/YYYY format (04/15/2019). If no due date is entered, then the due date will be saved as
      N/A
      .You can also select the
      Date Picker
       icon to select a date. You can navigate between different months/years. Select the due date on the calendar to enter the date in the
      Due Date
       field.
    • Payment Type Accepted
      Lets you select how your client can make a payment.
      • Credit Card Only
        : Only accept Credit Card as a method of payment. On an iOS device, this includes Apple Pay. On an Android device, this includes Google Pay.
      • ACH Only
        : Only accept ACH as a method of payment (Visa, Mastercard, American Express, Discover, Diners Club, JCB).
      • ACH & Credit Card
        : Accepts both Credit Cards and ACH as a method of payment.
  8. Select
    SAVE INVOICE
     to save this as a new invoice or select
    CANCEL
    to close the window without adding a new invoice.
  9. The saved invoice will appear on top of the
    Manage Invoices
     panel.

This article applies to:

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

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