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Adding an invoice

Refunding an invoice

The mark as refunded feature lets you track refunds that have been issued for invoices. Use this link to learn more about processing a refund in Stripe.
note
You can only mark an invoice as refunded if it has been marked as paid by you or paid by the taxpayer.
Do not use the
Refund
 feature in TaxCaddy until you have successfully processed a refund, either through Stripe or your preferred payment method. Marking an invoice as refunded is for your firm and your clients' record keeping only, it won’t trigger any funds to be returned to your client.
Follow these steps to mark your client's invoice as refunded:
  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 it has been
    Paid
    ,
    Refunded
    ,
    Unpaid
    , or
    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 a
    Paid
     (status) invoice.
  6. Select
    Refund
    .
    note
    Do not use the
    Refund
     feature in TaxCaddy until you have successfully processed a refund, either through Stripe or your preferred payment method. Marking an invoice as refunded is for your firm and your clients' record keeping only, it won’t trigger any funds to be returned to your client.
  7. When the
    Mark as Refunded
     window appears, enter your comment then select
    Mark as Refunded
     to mark the invoice as refunded.
  8. The invoice
    Status
     will update to
    Refunded
    .
  9. Alternatively, you can also mark an invoice as paid from the Document Viewer window. Select on an invoice to view the PDF file.
  10. When you have the invoice file open for viewing, select
    Mark as Refunded
    to mark the invoice as refunded.
  11. Once an invoice has been marked as refunded, it can no longer be edited or deleted.
Refunded stamp
TaxCaddy stamps an invoice once it has been marked as refunded. To view the stamp, open the invoice in the
Document Viewer
 window. You will see the stamp appear on the top left of the PDF.

This article applies to:

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

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