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Adding an invoice

Marking invoice as paid

An invoice can be marked as paid in 2 ways. Your client pays the invoice or you manually mark the invoice as paid. You can also view who marked the invoice as paid by viewing the invoice in the
Document Viewer
 window or point to the
Paid
 status on the invoice.
Follow these steps to mark your client's invoice as paid:
  1. On the
    Overview
     screen, select a client tile to view the client profile. You can also search for a client then select the client tile from the search result.
  2. Select the
    Invoices
     tab.
  3. Select the
    TAX YEAR
    .
  4. A list of your client's invoices will appear here. On the
    Status
     column, each invoice will indicate if the invoice has been
    Paid
    ,
    Unpaid
    ,
    Refunded
    , and
    Past Due
    .
    note
    The
    Paid
     status on an invoice indicates that the invoice has been
    Marked as Paid
     by you or your client. The
    Past Due
     status on an invoice indicates that the invoice is past due date.
  5. Select the
    Menu
     icon on an
    Unpaid
     or
    Past Due
     invoice.
  6. When the options appear, select
    Mark as Paid
    .
  7. When the
    Mark as Paid
     window appears, enter a comment if needed, then select
    MARK AS PAID
     to mark an
    Unpaid
    invoice as
    Paid
    . Select
    CANCEL
    to close without saving any changes.
    note
    If your email notifications are enabled, you will receive an email when your client pays an invoice.
  8. The invoice will be marked as paid.
  9. Alternatively, you can also mark an invoice as paid from the Document Viewer panel. Select on an invoice to view the PDF file.
  10. When you have the invoice file open for viewing, select
    MARK AS PAID
     to mark the invoice as paid.
    You can see the payment details on the lower-right corner of the Document Viewer panel.
  11. Once an invoice has been marked as paid, it can no longer be edited or deleted.
Mark as Paid stamp
TaxCaddy stamps an invoice once it has been marked as paid. To view the stamp, open the invoice in the Document Viewer panel. You will see the stamp appear on the top right of the PDF.
note
If status notifications are enabled by the user, then in 24 hours only a single notification email will be sent to the user per each notification type (add, edit, delete, refund, or mark as paid). For example: If you add 2 invoices, and delete one, then only 1 invoice will be sent for adding an invoice, and one for deleting an invoice.
note
You won’t see invoice payments in Stripe if they were manually marked as paid in TaxCaddy.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Invoices

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