Firms can include invoices with Returns. This allows the client to download their invoice and optionally be directed to a payment site. This option can be enabled or disabled firm-wide.
Invoicing can be enabled/disabled by administrators in the Returns Settings section.
- Click Settings in the left panel.
- Click Vouchers & Invoices in the left panel.
- Toggle Enable Invoices on.
- Select or deselect Allow user to send without invoice.
- When selected, users will be able to deliver returns without including an invoice.
- Select or deselect Allow user to replace invoice.
- When selected, users will be able to upload or replace an invoice during processing.
- Select Stripe to enable payments through Stripe. Please visit our Stripe Integration for Client Invoicing article for more information OR
- Select Third Party URL to enter a URL that our system will redirect to for invoice payments OR
- Select Make Payment outside of SSR System to allow the taxpayer to download the invoice, but not include online payment options.
An invoice amount must be entered during processing.
- Navigate to the Invoices tab.
- Enter an Invoice Amount (required).
- Select whether or not to send an invoice with this return.
- Select whether or not to Require taxpayer to pay invoice prior to reviewing the tax return (only available with Stripe integration).
- Click Replace Invoice to replace the existing invoice or upload a new one.
Clients can download or pay their invoices based on your firm settings.
Once the client authenticates and navigates to the Review section, they will see the invoice as well as the option to Pay Now. This will either open a new tab to your third party payment URL, or a Stripe payment box will pop-up.
If Stripe invoicing is enabled and the Require taxpayer to pay invoice prior to reviewing the tax return option was selected during processing, the taxpayer will not be able to continue until payment has been made.
If the Make Payment outside of SSR System option was selected in your firm settings, the taxpayer will only have the option to Continue, they will not have the option to Pay Now.
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