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This article applies to:

  • Product: safesend
  • Subject: Payments
  • Audiences: Client

Edit or clear payment details

On the
Pay
 screen, clients can mark vouchers and invoices as
paid
. This halts reminders on the payment. They can also keep track of upcoming payments or edit any previous payments to reflect updated information.
note
This is for record-keeping purposes only. Any information entered doesn’t constitute payment, and won’t process or verify a payment from the taxing authority or tax preparer.
Update or Remove Payment Details
Add Payment Details
  1. Select
    Add Payment Details
     to mark the voucher as
    Paid
    .
    • This step is optional and for record-keeping only.
  2. Review the warning and select
    Continue
    .
  3. Enter the details for the payment made.
    • Check Number
       is optional.
  4. Select
    Add Payment
     when done.
  5. Select
    Done
     to go back to the landing page.
Clear Payment Details
  1. Select
    Edit Payment Details
     to edit or clear the record.
  2. Select
    Clear Details
     to remove the PAID designation OR
  3. Edit details as needed.
  4. Select
    Edit Payment
     to save any changes made.
  5. Select
    Done
     to go back to the landing page.
Tax Preparation Fees
  1. Select
    Pay or View Tax Preparation Fees
     to mark the invoice as
    Paid
    .
    • This step is optional and for record-keeping only.
  2. Enter the details for the payment made.
  3. Select
    DONE
     when finished.