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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.

Select Settings
.

Select Vouchers & Invoices
.

Turn on Enable Invoices
.

Mark or clear Allow user to send without invoice
.

note

When marked, users can deliver returns without including an invoice.

Mark or clear Allow user to replace invoice
.

note

When selected, users can upload or replace an invoice during processing.

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.

Go to the Invoices
section.

Enter an Invoice Amount
(required).

Select whether to send an invoice with this return.

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.

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:

Go to the Review
section.

Review the invoice.

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.

This article applies to:

Product: safesend
Subject: Invoices
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Invoices

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