Invoice Tab

The Invoices tab displays any pages that were recognized as invoices. Users can also add or replace invoices here.

Please note:

This tab will only appear if the Invoices setting is enabled by an Administrator under Settings > Vouchers & Invoices.

1. The bookmark name is displayed in the left panel. 
2. Type into the Invoice Amount box to add or edit the total amount due.
   • Note: This step is required. The amount is not automatically recognized. 
3. Select or deselect Do not send an invoice with this return to include or suppress the invoice.
4. Click Require taxpayer to pay invoice with this return to force the taxpayer to pay their invoice before they sign. See Stripe Integration for Client Invoicing for more information. 
5. Click Replace Invoice to add an invoice or to replace the existing one. 
6. Select an ERO stamp to apply to the return. 
7. Drag/drop an ERO stamp onto the selected page. 

Replace Invoice 

Add an invoice if none exists, or replace the existing one. 

1. Click Replace Invoice. 
2. Drag the invoice PDF to Drag files here or click to upload. 
3. Type into the Bookmark Name field. 
4. Type the amount due into the Amount Due field. 
5. Click Save to save the changes. 

Once you have completed reviewing the Invoice tab, click Next in the bottom right or select the Attachments tab.

Follow this link to proceed to the next step in the process, the Attachments Tab.

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options