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Pay invoices

Pay invoices, Credit card

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If your Tax Professional accepts Credit Card, then you can select Credit Card as a method of payment. You can also pay invoices with Apple Pay on an iOS device or Google Play on an Android device.
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to make a payment on your invoice with a credit card when using TaxCaddy.com on your PC, Mac, or tablet.
  1. Once you have verified the invoice amount in the
    Overview
     screen's document viewer window, select
    PAY NOW
     to make a payment.
    Select PAY NOW
  2. After reviewing the invoice details, select
    Credit Card
     under
    Select Payment Method
    Select Credit Card
    .
    note
    If your tax professional doesn’t accept credit card payments for invoices it won’t be listed as an option.
  3. In the
    Credit Card Payment
     section, enter the requested credit card details in all the fields, then select
    PAY INVOICE
     to process your payments.
    note
    The following are accepted methods of payment: Visa, Mastercard, American Express, Discover, Diners Club, and JCB.
    Enter your credit card information
  4. You will be asked to authorize this payment. Select
    I authorize TaxCaddy to...
     if you would like to authorize this invoice payment.
    Select the authorization checkbox
  5. Select
    PAY INVOICE
    .
    Select PAY NOW
  6. The payment will begin processing.
    Credit card payment processing
    You will see a
    Payment Failed
     notification if there was an error processing payment. Select
    TRY AGAIN
     to enter new values.
    Notification that the credit card payment failed
  7. You will see a confirmation once the payment process successfully.
    Notification that the credit card payment was submitted
iOS mobile app
Follow these steps to pay invoices with a Credit Card on your iOS mobile phone app.
  1. Open an invoice to make a payment.
  2. If your Tax Professional accepts credit cards, then you will have options to pay with Credit Card or Apple Pay.
    Select a payment method
Pay with Credit Card
  1. Tap
    Credit Card
     to pay an invoice with a credit card.
    Select Credit Card
  2. Enter your credit card details in all the fields, then tap
    Done
     to remove the keyboard.
    note
    The following are accepted methods of payment: Visa, Mastercard, American Express, Discover, Diners Club, and JCB.
    Enter your credit card information
  3. Once you are ready to submit, tap
    PAY INVOICE
     to process your payments.
    Select PAY INVOICE
  4. You will see a
    Payment Successful
     notification if the payment was successful.
    Credit Card Payment screen
    You will see a
    Payment Failed
     notification if there was an error processing payment. Verify all fields to see if the information is correct, then tap
    Pay Invoice
     to try again.
    Notification that the credit card payment failed
  5. A stamp is placed on the invoice once you make a payment on an invoice or the invoice has been marked as paid by your Tax Professional.
    Stamp of payment information
Pay with Apple Pay
  1. Select
    Apple Pay
     to pay an invoice with Apple Pay.
    Select Apply Pay
  2. If you select
    Apple Pay
    , you will need to verify payments using Face ID or Passcode.
    Authorize your Apple Pay transaction
  3. A confirmation window appears after your payment is processed.
    Apply Pay transaction confirmation
Android mobile app
Follow these steps to pay invoices with a Credit Card on your Android mobile phone app.
  1. Open an invoice to make a payment.
  2. If your Tax Professional accepts credit cards, then you will have options to pay with Credit Card or Google Pay.
    Select your payment method
Pay with Credit Card
  1. Select
    Credit Card
     to pay an invoice with a credit card.
    Select Credit Card
  2. Enter your credit card details in all the fields.
    note
    The following are accepted methods of payment: Visa, Mastercard, American Express, Discover, Diners Club, and JCB.
    Enter your credit card information
  3. Once you are ready to submit, select
    PAY INVOICE
     to process your payments.
    Select PAY INVOICE
  4. You will see a
    Payment Successful
     notification if the payment was successful.
    Notification that the credit card payment was successful
    You will see a
    Payment failed
     notification if there was an error processing payment. Verify all fields to see if the information is correct, then select
    Pay Invoice
     to try again.
    Notification that the credit card payment failed
  5. A stamp is placed on the invoice once you make a payment on an invoice or the invoice has been marked as paid by your tax professional.
    Stamp with invoice payment information
Pay with Google Pay
  1. Select
    Google Pay
     to pay an invoice with Google Pay.
    Select Google Pay
  2. Select
    Google Pay
     icon to initiate the payment process.
    Select GPay
  3. Select your Credit Card, then Select
    Continue
     to finish processing payments.
    GPay confirmation window where user selects their preferred card

This article applies to:

  • Product: TaxCaddy

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