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This article applies to:

  • Product: safesend
  • Subject: Invoices
  • Audiences: Staff

Invoices

Include invoices with tax returns to let clients download, review, and pay their invoice directly from the SafeSend Returns client experience.
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Firms can include invoices with returns to let clients download their invoice and, optionally, make a payment through an integrated payment provider. System Administrators can turn on or turn off invoicing firm-wide in Returns Settings.
Settings
note
Only System Administrators can configure invoice settings.
  1. Select
    Settings
    .
  2. Select
    Vouchers & Invoices
    .
  3. Turn on
    Enable Invoices
    .
  4. Mark or clear
    Allow user to send without invoice
    .
    note
    When marked, users can deliver returns without including an invoice.
  5. Mark or clear
    Allow user to replace invoice
    .
    note
    When selected, users can upload or replace an invoice during processing.
  6. Select 1 of the following options:
    • Select
      Stripe
       to turn on payments through Stripe.
    • Select
      CPA Charge Integration
       to turn on payments through Stripe.
    • Select
      Aiwyn
       to turn on payments through Stripe.
    • Select
      Third Party URL
       to enter a static payment URL for clients.
    • Select
      Make Payment outside of SSR System
       to let the taxpayer download the invoice, but not include online payment options.
Processing
Enter an invoice amount during processing.
  1. Go to the
    Invoices
     section.
  2. Enter an
    Invoice Amount
     (required).
  3. Select whether to send an invoice with this return.
  4. Select
    Require taxpayer to pay invoice prior to reviewing the tax return
    .
    note
    This option is only available with the Stripe and CPA Charge integrations.
  5. Select
    Replace Invoice
     to replace the existing invoice or upload a new one.
Client Experience
Clients can download or pay their invoices based on your firm's settings.
After the client authenticates and goes to the Review section, they see the invoice and a Pay Now option. Selecting
Pay Now
 either opens a new tab to the configured payment URL or displays a Stripe or CPA Charge payment window.
important
If Stripe or CPA Charge invoicing is enabled and you selected
Require taxpayer to pay invoice prior to reviewing the tax return
 during processing, the client can't continue until they complete payment.
note
If you selected
Make Payment outside of SSR System
 in firm settings, the client will have only a
Continue
 option and not a
Pay Now
 option.
To review and pay an invoice as a client, complete the following steps:
  1. Go to the
    Review
     section.
  2. Review the invoice.
  3. Select one of the following options:
    • Select
      Pay Now
       to go to the payment site and pay the invoice.
    • Select
      Pay Later & Continue
       to skip payment and continue reviewing the return.

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