Zahlungslink und bezahlte Rechnung freigeben

One doesn’t need access to the client portal to view and pay an invoice. You can share the invoice link with a third party whenever you want. Say, you’re preparing a company tax return and must send the invoice to the board of directors or another responsible party at the company. You can do so either by copying the link to the invoice or sending it by email right from your portal. 

Hinweis

The , and options are only available for scheduled invoices once the invoices have been issued.

Abrufen einer Zahlungsverbindung für eine unbezahlte Rechnung

Each invoice issued on TaxDome has its unique link that can be shared with anyone you want. To get the link, go to either your firm’s  Invoices section or the Invoices section of the client’s profile, click the three-dots icon next to the invoice, then select Copy payment link.

Sie können den Link dann auf eine beliebige Weise an den Empfänger senden. Sobald der Link geöffnet ist, muss der Empfänger seine Daten eingeben und bezahlen.

Freigabe unbezahlter Rechnungen per E-Mail

You can share an unpaid invoice with a third party or your clients by sending it by email right from TaxDome. Here’s how:

1. Either select the checkboxes next to the invoices in the client account, then click Send email with selected nvoices, or click the three dots to the far right of the invoice, then click Send invoice by email.

2. Check the invoice(s) information, then type a message to the recipient (optional).

3. By default, invoices are sent to all emails associated with an account. Click Add Another Email Address to add one or more third-party email address(es).

4. Click Submit to send the invoice. 

MandantenportalDer Empfänger erhält eine E-Mail, in der die Rechnungen nacheinander aufgelistet sind, und kann sie bezahlen, ohne die Website Anmelden aufrufen zu müssen.

Bezahlte Rechnungen per E-Mail weitergeben

Sie können eine bezahlte Rechnung an Dritte oder an Ihre Kunden weitergeben, indem Sie sie per E-Mail direkt von TaxDome aus versenden:

1. Find the invoice you’d like to share in the list of invoices or in the account’s client profile, then click the three dots to the far right of the invoice, and select Send invoice by email.

2. Type a custom message to the recipient (optional).

3. Click Add Another Email Address, then type the desired email addresses.

4. Click Submit to send the invoice.

The recipient will get an email with the PDF version attached indicating that the invoice has been paid.

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