Settings: Vouchers & Invoices

The Vouchers & Invoices Settings section allows System Admins to adjust their settings regarding authorities, reminders, due dates, and invoice payment options.  Default settings for a taxpayer's vouchers as well as payment options for your invoices are handled here and are discussed in detail below.

Please note:

Only System Administrators will have access to the Settings section.

1. Click Settings in the left panel of SafeSend Returns.
2. Click Vouchers & Invoices.  

Payment Vouchers

Setting	Description
Enable payment voucher reminders	When enabled, automated voucher payment reminders are enabled by default during processing. During processing, this can be edited on a return-by-return basis in the Delivery Options tab.
Set default reminder to	Select the default reminder period via the drop-down to determine how many days before the due date our system sends those reminders.
Receive email notification when your client adds payment information	When enabled, users receive email notifications when clients enter their payment information into our system. Note: We do not track the payments from the actual authority, only if the client adds the details to our system.

 

Custom Authorities

Here you can add a custom authority to apply to e-file forms and vouchers not automatically recognized by SafeSend Returns. Please view our Adding Custom Authorities article for more details. 

Default Voucher Due Date

Select the preferred policy for voucher due dates when not printed on the page.

Setting	Description
SSR Default Due date	The default voucher due date is automatically applied to all vouchers. See our Voucher Due Date Policy article for more information.
Voucher Form	The voucher date is pulled from the printed voucher when possible, otherwise, the default due date is applied.

 

Invoices

Setting	Description
Enable Invoices	Toggle on to allow invoices to be sent with returns.
Allow user to send without invoice	Check the box to enable users to send returns without an invoice.
Allow user to replace invoice	Check the box to allow users to replace the printed invoice during processing.

 

Invoice Payment Processing Options

Setting	Description
Stripe	Click the radio button to enable Stripe Integration. For more information on how to enable payments through Stripe, please visit our Stripe Integration for Client Invoicing article.
Third Party URL	Click the radio button to enable payment through a Third Party URL. Select this option to enter a URL. The client is redirected to this site to make invoice payments.
Make Payment outside of SSR System	Click the radio button to Make Payment outside of SSR System. This disables all payment methods when selected. The client can download the invoice but does not have payment options in SafeSend.