Acepta pagos en efectivo y transferencias mediante pagos fuera de línea

There are situations where your clients can’t or don’t want to pay in the client portal. In this case, we got you covered. You can easily record a payment made via cash, check, or bank transfer.

Explicación de los pagos sin conexión

A firm owner, admin or team member with access rights to manage payments can issue offline payments. 

Los pagos fuera de línea pueden utilizarse de las siguientes maneras:

• They can be added to the client account as credits. Then, they can be used to pay invoices in the future. This option is more commonly used to add credit notes .

• You can also settle the existing invoices while adding the offline payment. This option is more suitable for charging clients who don’t pay in the client portal.

  

Registrar pagos fuera de línea

Siga estos pasos para registrar manualmente un pago realizado fuera de TaxDome (efectivo, cheque, Square, Venmo, transferencia bancaria, etc.):

1. Create an offline payment using one of the following ways:

• If you just want to pay without an invoice or settle multiple invoices – click New at the top left of your screen, select Offline payment, and then choose the client account.

• Si desea liquidar una factura determinada rápidamente, vaya a Facturación > Facturas, haga clic en los tres puntos situados a la derecha de la factura que desea liquidar y seleccione Registrar pago fuera de línea.

2. Select the payment source. If it is Credit note, the payment will not be used for revenue calculations but will be added to the client’s account as credit note .

3. Añada una descripción que indique para qué es el pago.

4. That’s it! Click Save to make the offline payment. Credits are added to the client account or used to settle existing invoices.

   

   Here’s a bit more on other options for offline payments:

   

   a. Link to jobs: Link your offline payment to an existing job to make it immediately available in your workflow when needed. Click Link to Jobs, then select the jobs. Once linked, the Jobs section is displayed at the bottom. You can see the job title and the pipeline it’s in (here’s more on linking payments to jobs ).

   b.  Date: This is when the client made the payment. By default, you’ll see the current date.

   c.  Send client email notification:  Select this if you want an email about the offline payment to go out to the client.

   d.  Sync payment to QuickBooks Online:  Select this option if you want to sync this payment with QuickBooks (this could lead to duplicating payments). Here’s more on syncing payments with QuickBooks .

   e. Settle invoices paid outside of TaxDome: You’ll see the list of invoices issued for the selected account. The sum of the selected invoices will autofill the payment amount. You can settle only the full invoice amount. The workaround for adding a partial offline payment is described here .

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