Settings: Vouchers and invoices

Configure voucher reminders, due dates, invoices, payment options, and AI voucher recognition.

The Vouchers & Invoices Settings
section lets System Admins adjust settings for authorities, reminders, due dates, and invoice payment options.

Configure the default settings for taxpayer vouchers and invoice payment options in the following sections.

note

Only System Administrators have access to the Settings
section.

Select Settings
in the left panel of Returns.

Select Vouchers & Invoices
.

Payment Voucher

Setting	Description
Enable payment voucher reminders	When enabled, automated voucher payment reminders are enabled by default during processing. During processing, this can be edited on a return-by-return basis in the Delivery Options tab.
Set default reminder to	Select the default reminder period via the dropdown to determine how many days before the due date our system sends those reminders.
Receive email notification when your client adds payment information	When enabled, users receive email notifications when clients enter their payment information into our system. note We don’t track the payments from the actual authority, only if the client adds the details to our system.

Custom Authorities

Here you can add a custom authority to apply to e-file forms and vouchers not automatically recognized by Returns.

Default Voucher Due Date

Select the preferred policy for voucher due dates when not printed on the page.

Setting	Description
SSR Default Due date	The default voucher due date is automatically applied to all vouchers.
Voucher Form	The voucher date is pulled from the printed voucher when possible, otherwise the default due date is applied.

Invoices

Setting	Description
Enable Invoices	Switch on to send invoices with returns.
Allow user to send without invoice	Mark the checkbox to let users send returns without an invoice.
Allow user to replace invoice	Mark the checkbox to let users replace the printed invoice during processing.

Invoice Payment Processing Options

Setting	Description
Stripe	Select the radio button to turn on Stripe integration.
CPACharge Integration	Select the radio button to turn on CPACharge integration.
Aiwyn	Select the radio button to turn on Aiwyn integration.
Third Party URL	Select the radio button to turn on payment through a Third Party URL. Select this option to enter a URL. The client is redirected to this site to make invoice payments.
Make Payment outside of SSR System	Select the radio button to Make Payment outside of SSR System . This disables all payment methods when selected. The client can download the invoice but doesn’t have payment options in SafeSend.

AI Automatic Voucher

Setting	Description
AI Recognition	Switch on to create vouchers automatically by extracting information from transmittal letters.

This article applies to: