Mobile: Paying Your Invoices

Learn how to effortlessly manage your payments and review your billing details in the client portal app, either from the Billing section or right from your Dashboard. Explore your Billing section, review your invoice details and keep an eye on your balance with ease.

Covered here:

• Paying from the Billing section
• Paying from the dashboard
• Your Billing section
• Review invoice details
• Review your balance

Paying from the Billing section

You will always get a push notification when your accountant sends you an invoice.

Tap the notification to get to the Billing section, then complete one of the following steps:

• Pay at once: tap the Pay all button to pay all outstanding invoices at once. If you have available credits, they will be deducted from the invoice amount. You can also tap on each unpaid invoice to review payment details. Enter your personal details and your card/bank account details, then proceed with the payment.

• Pay individually: tap on one of the listed invoices to make a single payment.

Note: all payments are made through a secure payment processing service. We will not store your payment details.

Paying from the dashboard

The other way to pay your invoices is to make a payment directly from the dashboard, which is the first thing you see after logging in to the TaxDome mobile app. You can also access the dashboard at any time by tapping the Home button at the bottom left.

If you have invoices due, you will see a notification here in the Billing section.

To pay a pending invoice:

1. Tap the notification, then review the information about payment. If you have credits available, they will be deducted from the invoice amount.

2. Enter your personal details and your card/bank account details, then proceed with the payment.

Your Billing section 

To get to the Billing section from your Home screen, tap the Billing button in the navigation menu.

Invoices that require payment can be found in the Waiting for action section. To view all of them, click on the Load more button.

Below, you will find a section divided into three categories:

1. Invoices: provides a history of paid invoices.
2. Recurring: lists all recurring invoices for regular services you use.
3. Payments: shows a history of payments made.

Review invoice details

Tap on any invoice to show more details.

You will then see the following information:

1. Status: invoices can be unpaid, paid or overdue. Paid invoices have a green icon, unpaid invoices have a grey icon and overdue invoices have a red icon.
2. Total: the invoice amount.
3. Date paid: the date the invoice was paid (only applicable for paid invoices).
4. Date posted: the date the invoice was issued.
5. Description: the description entered when the invoice was created.
6. Credits Available: the amount of funds available that can be used to pay invoices.

Your amount due is displayed below the details. If you have any credits, they are automatically applied. You can pay an invoice due directly with your credit card.