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.
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.

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