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This article applies to:

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

Process invoices

Review, edit, and replace invoices recognized from a return, set payment requirements, and apply ERO signature stamps before delivering the return to the taxpayer.
The
Invoices
 section displays any pages recognized as invoices and can be used to add or replace invoices.
note
The
Invoices
 section will only show if the
Invoices
 option is turned on by an administrator at
Settings
Vouchers & Invoices
.

Invoices

  1. The bookmark name is displayed in the left panel.
  2. Use the
    Invoice Amount
     field to add or edit the total amount due.
    note
    This step is required. The amount isn't automatically recognized.
  3. Mark or unmark the
    Do not send an invoice with this return
     checkbox to include or suppress the invoice.
  4. Select
    Require taxpayer to pay invoice with this return
     to force the taxpayer to pay their invoice before they sign.
  5. Select
    Replace Invoice
     to add an invoice or to replace the existing one.
  6. Select an
    ERO
     stamp to apply to the return.
  7. Drag and drop an
    ERO Signature stamp
     onto the selected page.
  8. Drag and drop a
    Date Signed stamp
     onto the selected page.

Replace the invoice

Add an invoice if none exists, or replace the existing one.
  1. Select
    Replace Invoice
    .
  2. Drag the invoice PDF to the upload area or select
    Choose File
     to upload one.
  3. Enter the
    Bookmark Name
    .
  4. Enter the amount due into the
    Amount
     field.
  5. Select
    Submit
     to save the changes.
Once you've completed reviewing the
Invoices
 section, select
Next
 or go to the
Attachments
 section.

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