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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

Select Add Payment Details
to mark the voucher as Paid
.

This step is optional and for record-keeping only.

Review the warning and select Continue
.

Enter the details for the payment made.

Check Number
is optional.

Select
Add Payment
when done.

Select Done
to go back to the landing page.

Clear Payment Details

Select Edit Payment Details
to edit or clear the record.

Select Clear Details
to remove the PAID designation OR

Edit details as needed.

Select Edit Payment
to save any changes made.

Select Done
to go back to the landing page.

Tax Preparation Fees

Select Pay or View Tax Preparation Fees
to mark the invoice as Paid
.

This step is optional and for record-keeping only.

Enter the details for the payment made.

Select
DONE
when finished.

This article applies to:

Product: safesend
Subject: Payments
Audiences: Client

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Edit or clear payment details

This article applies to: