Facturación: Visión general

TaxDome puede ayudarte a mantener toda tu facturación dentro del portal. Puedes emitir facturas, aceptar pagos online, llevar un registro de los pagos, facturar el tiempo y mucho más. En esta guía encontrarás toda la información inicial sobre cómo configurar y utilizar la facturación en TaxDome.

Haz la configuración inicial

Antes de empezar a facturar a tus clientes, tienes que hacer la configuración básica:

• Connect to a payment service provider : This lets your clients pay securely within the porta either with Stripe, CPACharge or both.

• Sync your portal to QuickBooks Online : It helps you to seamlessly send all invoices and payments you need from TaxDome to QuickBooks.

• Add the services : You can add the services you offer clients and use them as templates for billing. If you already have some in QuickBooks Online, you can transfer them to TaxDome in one click.

• Set up a default tax rate : Include taxes in your invoices automatically.

• Configure the overdue period : Gain control over the period after which invoices are considered overdue.

• Select the first invoice number : If you use the QuickBooks Online integration, you can select the first invoice number so that invoices are not duplicated when sent to QuickBooks.

• Customize invoices : Configure how PDF invoices look for clients.

Empieza a facturar a tus clientes

Una vez configurado, puedes empezar a utilizar TaxDome para facturar a tus clientes. Explora las principales funciones de facturación:

• Issue invoices : Add the services performed and send invoices to clients.

• Create invoice templates : Pre-fill invoices data and send them in one click.

• Set up automatic reminders : Make sure clients don’t miss invoices and don’t forget to pay you.

• Add discounts : Boost your sales by including discounts in invoices.

• Process offline payments : Even if your clients pay via cash or outside TaxDome, you can record their payments in the portal.

• Enable prepayments : If you want your clients to pay in advance, you can allow them to make prepayments.

Enviar propuestas con facturas

It’s a good idea to start your joint journey with your client with a proposal which outlines all terms and includes either a fixed price list or tiered service packages for clients to choose from. You can also include invoices ready to be paid along with signing the proposal.

• Review the proposal flow : Check all settings and explore what your clients see when they read and sign proposals.

• Create a proposal template : Include the essential information about your firm and terms, so that it could be easily adjusted for each client group.

• Offer tiered packages or a fixed list of services : Present services as a single fixed list, or create up to 3 service bundles for clients to compare and choose from.

• Include your pricelist, ask for a deposit or initiate subscription-based services : If your clients accept the proposal, it can trigger an invoice that will be issued once a time period.

• Set up automated reminders : Ensure your clients don’t forget to sign a proposal.

Automatiza el proceso de facturación

Lo mejor de trabajar con facturas en TaxDome es que puedes automatizarlo y estar seguro de que no hay errores en tu facturación. Esto es lo que puedes hacer

• Lock documents to invoices : Your clients will be unable to open or download a document unless they pay an invoice linked to it.

• Bill for recurring services : If you offer subscription-based services like monthly bookkeeping you can use recurring invoices. These are a series of one-time invoices issued automatically on a given schedule. 

• Automate invoices in pipelines : In pipelines, you can set up an automation that creates invoices when jobs reach certain stages. Once the invoice is paid, the job may be automatically moved to the next stage triggering the further automations.

• Automate proposals : In pipelines, you can set up an automation that will send proposals to your clients without your involvement.

Aprende las mejores prácticas para una facturación eficiente

Además de tus principales flujos de trabajo relacionados con la facturación, puede que tengas otros escenarios que sea importante manejar:

• Make changes to invoices : Keep your financial records accurate.

• Edit recurring invoice schedule : Adjust the general schedule or details of particular invoices inside a recurring series.

• Handle overdue invoices : Be notified about the unpaid invoices and follow up with payment reminders to resolve any payment issues.

• Unlink unprocessed payments : If a payment is stuck, you can unlock it from the invoice so clients can pay it again.

• Make refunds : No matter of payment type, you can process a refund making sure your records are accurate.

• Reward clients with credit notes : You can add credit notes to your loyal clients, and they can use them later to pay invoices.

Controlar y facturar el tiempo

Las funciones de seguimiento del tiempo de TaxDome te ayudan a facturar a tus clientes en función del tiempo que les hayas dedicado. Con el seguimiento del tiempo integrado, puedes estar seguro de que cada hora trabajada se factura correctamente.

• Track time : Every team member can start the time tracker when working on a job or task. After they finish the work, a time entry will be created. it’s also possible to add time entries manually and track time for any activities.

• Bill time : Create an invoice from one or more finished time entries and send it to your client.

• Clear out the WIP : Conveniently send an invoice to your client for all the time entries over a time period.

Analizar el tiempo empleado y planificar la capacidad

El control del tiempo va más allá de facturar a tus clientes, ya que te ayuda a crear un entorno de trabajo transparente. Al disponer de todos los datos acumulados, puedes pagar a tus empleados en función del tiempo trabajado, analizar su rendimiento, gestionar la capacidad del equipo y mucho más.

• Work with the Time utilization dashboard : Measure your team’s performance and prepare employees’ payroll.

• Plan and analyze job budgets : Compare the the time allocated for a job versus the actual time spent and analyze time variance.

• Manage your team capacity : Be sure to analyse your team weekly capacity to monitor productivity and balance workloads.