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Invoice letter for payment for Public Relations

hello hello everyone I am Rick from the taxdome team I would like to thank everybody for joining me today for another one of our webinars and today's topic is a good one it's all about getting paid so let's go ahead and get started now we're going to be going through quite a bit today so before we dive in I do want to remind everybody that our team is keeping an eye on the chat and the Q&A sections so as we go along if there are questions please be sure to ask and our team will get them answered for you our goal today to teach you all about the billing functions inside taxt so you can get started getting paid everybody likes to get paid for their work right so hey that's why this is such a good topic today let's outline our agenda for this webinar first we're going to go through the billing Pages we're going to give you a quick overview and we'll explain what the different terms mean next we'll talk about the payment processors available through taxone we'll then switch our Focus to how you'll create invoices and of course receive payments we'll also take a moment to talk about time entries and how to use them efficiently after that we'll move on to recurring billing and proposals then we'll go over how your invoicing ties in with your pipelines automations we'll have a very quick discussion about our QuickBooks Online integration then we'll wrap things up by showing you how to lock documents to invoices and a few other tips that I think you're going to like here so if you haven't set this up within your own portal yet feel free to follow along and you can see that this is very easy and very painless to get rolling also I will let you know that we've scheduled a few small breaks today so you can catch your breath and you can get your questions into the chat or the Q&A so here we go let's open up the portal and we will will start on the Billings tab this is where you'll access pretty much everything needed to keep track of your invoicing you'll find Pages for regular and recurring invoices time entries payments and more and we'll start here on the invoices page I assume that your page might still be empty unless you've actually played around with it a little bit already but I've done some pre-work here so you can see how it looks once you're actively using the billing system now let's go over the basics first you'll see a table with all the relevant information split into separate columns as I open these other Pages you'll see the main thing that is consistent across all of them is that all the information will be shown in a similar view to make managing everything much easier the details themselves are of course going to be different but the general structure is the same with the table in the middle and a couple of buttons at the top to help you sort and filter the information before we proceed though we should take a moment to explain what all of these terms mean just to avoid any confusion so let me pull up a little slide here okay invoices are exactly what you think you create and use them to build your clients and they'll be able to pay you directly through the client portal you can include different Services you're charging for and you can link any time entries you recorded to keep your billing accurate recurring invoices can work two ways you can either set up a schedule for the invoices to be sent out or you can set up automatic payments where your clients will be charged on specific dates we will talk about this more soon as I know that a lot of you are going to be really interested in learning about this as for payments these include all the payments made through the portal but also any offline payments that you record for example if you have clients paying you in person or through some other means you can apply those payments to any outstanding invoices and mark them as paid finally the time entries lets you track the time in the background or you can manually create a time entry if you track it somewhere else as I mentioned earlier using the time entries will allow you to build your clients accurately since you can directly create an invoice from a time entry that said any time that was listed as unbuild will appear as work in process or whip now there are also proposals but we're going to touch on those in more detail a little bit later on today okay now I know that was a lot of info that I just threw at you so if you do have any questions or need some clarification please folks be sure to let us know in the Q&A our team is watching that and we will be happy to clear up any confusion now let's talk about our payment processors and if you haven't set this up in your portal quite yet you will certainly want to pay close attention to this part open your settings tab and then go to the Integrations tab the first thing you'll see are two buttons to connect either stripe or CPA a charge now these are the two payment processors that we integrate with in this case I already connected to stripe so that's in my portal here which is why you see a disconnect button here instead so if you use one of these two payment processors click on the button to connect it and you'll be redirected to a page where you will have to log into their service with your account once you log in follow the instructions on on the screen and you are done it's as simple as that however if you aren't using either one of these payment processors you will need to sign up for one of them in order to Bill your clients through taxone they are very similar but you'll want to compare them on your own they both accept credit card and bank debit payments and also have fairly similar fees which you can check out by clicking on this link right here well also make sure to post the link to this help article in the chat so if you like feel free to check that out as well you may also notice when you go through the article that bank debits end up being a little bit cheaper than credit card payments but again folks the choice is yours how you want to receive payments another quick note CPA charge has a promotion where they wave the monthly fee if you are a tax Dome user that signs up for CPA chart so you may want to take a look at that too the important thing to know is that no matter which one you end up choosing you will be able to start receiving payments right away so before we get into the invoicing segment we're going to take a short break here so you can write down some notes ask any questions or just catch your breath for a little bit I will be right back here with you and then we're going to get back to work so we'll give it about 30 seconds or so and we'll get started all right everybody hopefully that let you uh catch your breath a little bit and get those questions into the Q&A so let us get back to work but before I jump back in some helpful advice to be able to properly test features and functions you will want to have a test client account to use if you'd like to test sending some invoices before doing it for real now if I had done some services for a test client the easiest way to build them use the new button at the top of every page now as a quick note this is also the quick way to create a new test client simply select account in this menu now you'll notice throughout our training that we put a lot of emphasis on this particular issue and this menu because it is a great Habit to get into the easiest way to easily send or create things on the spot without needing to spend time going through different pages or bouncing around the system is with this new button so once the menu is open I'll just click on invoice and pick the client at this point a new menu slides out and I can get to work entering all the important details most of the fields are pretty straightforward but we're going to still briefly go over them at the top of this menu you'll find basic Fields like the invoice number the date and a description you can also choose how you want to receive the payment so if that is important to you then don't forget to select it here Additionally you can use the link button at the top to link the invoice to an existing job so if you watched our workflow webinar you know what linking actually does but for those of you who haven't the best way to describe it is you can have everything related to a job listed directly within it for easy access which will save you a ton of time next up you can add short codes to either the description or to the message that will be shown in the email notification this will allow you to personalize your invoices and your notifications you might also want to enable some of these toggles here as well the first one will let you pay an invoice with the clients available credits if they have enough so you could immediately take care of it the second one is just asking if you want to send an email Emil notification to the client about the invoice you will likely want to keep this on for the majority of the invoices that you send the third one is what you'll enable if you want the client to receive automatic reminders about the invoice until they pay it which is always a good choice you get to select how frequently a reminder email will be sent and also how many in total before this reminder stops finally you can enable this toggle if you want to schedule the invoice to be sent on a specific time and date whether that be tomorrow morning or maybe a couple months away it's entirely up to you okay this next section is very important so pay attention everybody this one's real important the line items section is where you'll add all the details and amounts for the services that you are charging for this way you'll have fully itemized invoice is where you can add as much information as you want all you need to do is click on the line item button enter the name of the service you're charging for then enter the details if you need to add multiple service lines simple just keep clicking the line item Button as for the discount button this one's actually equally simple enter the details the same way but then enter a negative amount and it will be deducted from the total amount of the invoice you can also choose if you want to apply a tax rate to the services you can set up a default tax rate in your settings if you like or you can adjust it right here either way taxdome is going to do the math for you now let's move on to templates since we know you'll be creating plenty of invoices you will be happy to hear you don't have to do everything from scratch every single time for this I'm going to need to back out of this menu here and expand the templates tab we'll be visiting two pages here the first one is the services page here you can create items for each service your offering you would enter all the same details as you did for the line items earlier but once you create your services whenever you start typing out the name of your line item in that invoice you'll be be able to choose a service and it will bring over all the details additionally even if you click on the line item field when it's empty it's going to show you your recently used line items so definitely make creating Services a priority when you are setting everything up and you won't need to manually enter all the details to your invoices every single time also if you connect QuickBooks Online you will be able to use this button right here which will copy all your services from Qbo over to taxon that is an easy way to save yourself some time now onto the firm templates page or more specifically the invoices subtab here you can create complete invoice templates that even include the services we just talked about simply select the template when you're trying to create a new invoice and it will Lo Lo all the information that you entered earlier now you'll likely want to make a few basic ones to get started that you can see yourself using very often that's always a good place to get started so let me give you an example I will quickly start making a new invoice the same way that I showed you earlier then I'll use one of my templates now just like that all the information will be filled in but if necessary you can still make as many changes as you need in this case I will just change the rate I'm going to build this client by clicking on the field and adjusting it there you go it's as simple as that now once that's all set up you can just click create and the client will receive the invoice and they'll of course be able to pay you but now let's switch over to the client portal so you can see what they will experience all right right here you can see the client portal and the invoice I just sent out is showing up in the billing section they also would have received an email notification about it since I did enable that toggle earlier but either way as soon as they log in they're able to see the invoice in their waiting for Action list once they click on it a new page opens up where they can see all the invoice details now they can review the information and once they're ready to take care of the they'll simply enter their payment information if they happen to have credits available they can use those to pay the invoice instead of using some other payment method either way once they select their payment method they'll hit pay and they are done now there's another way for your clients to take care of this that might be a little bit easier if your clients open the email notification about the invoice they'll be able to pay it directly from the link in the email without even needing to log into the portal so that's really all there is to it from the client side as soon as they pay you'll receive the payment and the invoice will be marked as paid inside your portal so let me go ahead and show you that let me go back to the firm portal now that the invoice has been paid by the customer and you're going to see that right here as you can see there you go it is marked as paid now you can see that each invoice has a different visible status once one of them has been paid this status will reflect paid just like for the one we just handled if you open an invoice by clicking on the three dots on the far right and then using the view invoice option you'll see the payment details at the bottom of the menu that will appear you can also go to the payments page we saw earlier where you'll see the full list of payments that you've received so that's the most common way that you'll handle invoices and payments but what about the case that I mentioned where somebody pays you outside some other way like with cash or a big bag of pennies or maybe through another app well as in the case with most things in taxdome it is quite easy to handle let's just check who has an unpaid or overdue invoice currently we're going to check that out so we can use one of them as an example here okay so let's do this one right here we will act like they just dropped off some money at my office and I want to mark this one is paid what do I do I use the new button once again but this time select payment and pick the account the invoice belongs to I'll enter the details like the amount and the source of the payment and then I can proceed in two ways I could just click save and record record the payment this way I would add credits to The Client account that can be used to pay invoices at a later time but it's more time efficient if you just select the box next to the invoice right here it will display all onp paid invoices here as long as you're adding the payment and then if the amount of the payment is equal or greater than the amount of an invoice you can pay it right away by selecting it then saving the payment so just keep in mind that you're not able to partially pay invoices this is really important which is why I put emphasis on the amount of the payment being equal to or greater than the invoice that is to be paid this is the same case from the client side they are going to need to pay invoices in full now to handle partial payments you can simply create multiple smaller invoices now recurring invoices can also help make this process easier and we are going to talk about exactly how to do that in just a few minutes here but before we move on I want to address a question or a comment that some of you might have right now despite our client portal being very userfriendly you may have some let's say elderly clients for example who simply refuse to use it and they also refuse to pay through the email option that I showed you earlier no worries you can still take care of their invoices if you have access to their payment details if you have that information you can click on the three dots on the right of their invoice and then select pay you'll then be able to enter their payment details and you will be done in no time so simply put you do not have to force your customers to do something they don't want to do okay everybody I think now is a good time to take another break since we just went over quite a bit I'm going to pause for a moment here so if you do have questions now is the time to get those into the Q&A for our team to answer I'm going to give everybody a minute here and then we will get back to work all right everybody the recess Bell has now rung and it is time to talk about time entries time entries are used to record the amount of time you and your team spend working on certain jobs but with taxone there's a couple of extra tools to help you manage everything first the time entries page will show you all the existing time entries and its information the most important information includes the duration whether it's billable time and whether or not it's already been build as is the case with other Pages you can filter down the list with this button you see here at the top right now to create a time entry you should use this time entry button at the top of your screen you can also create one by using the new button if you like but it is faster to do it this way so once you create a time entry you will get to enter the details like what service it's for and what the rate should be but you also get to choose if the time will be billable or not and you get to decide how the time will be tracked if you leave this second toggle as is a timer will start in the background and it will keep running until you stop it if you do enable the toggle then you'll be able to manually enter how much time was spent on something so this way you don't have to worry about not having all of your time recorded now I will just quickly fill all this in and I will save it but while I'm doing that take a look at the top right corner of the menu you can link this time entry to a job so if it is related to one do it right here and save yourself and your team some effort okay now that I have saved uh the time entry here let's demonst demonstrate how you can use the recorded time if I tick on the checkbox or on multiple checkboxes in this case there are several relevant time entries and I'll be able to create an invoice directly from here this will automatically add a line item based on the service you selected and it will automatically adjust the amount based on the time spent on it now you can of course continue editing the invoice before sending it out however if you make an invoice from time entries it will Mark those time entries as build and you won't be able to use them to make any other invoices which of course helps you avoid double billing people that's something you don't want to do even though you can see both your build and unbuild work right here you can go to the work in progress page to see just the unbuild time grouped by client so this way you have a very easy way to find your unbuild entries without having to use a filter but this is only available for the firm owner and the admins okay now that we know how all of that works it is time to talk about the recurring invoices we have a webinar available that we hosted back when this feature was just about to be released so you can check that out if you like to see a more in-depth discussion only about this this but we're going to hit a lot of the key points right now so what's the use case for recurring invoices well let's go with a very common example bookkeeping you do that for your clients on a set schedule and they pay you for it on a regular basis it's the same thing with payroll or accounting work since this is something that will take time out of your day on a regular basis to do why not let tax does save you that time and do it automatically so instead of sending out new invoices every month for your clients simply set up a recurring invoice at the beginning and let the portal take care of the rest your client will receive the invoices whenever you schedule them to go out so there's no need for somebody from your team to manually do this repetitive work and even worse maybe forget to do it one month also I mentioned earlier that partially paying invoices is not possible however you can set up something like a payment plan for your clients so here's an example let's say you're doing work for somebody and they need to pay you $2,000 but they just can't afford to pay that amount all at once to help them out and to keep your clients happy you could set up a recurring invoice and split it into multiple regular payments which will now all be automated so let's actually show you how to do that right now create creating a recurring invoice it's not really that much different from making a one-off invoice we will start by creating an invoice via the new button just like before and then we'll switch the type toggle up here to recurring now this will add some new fields for you so let's walk through those really quick the starts on field lets you choose when you want the recurrences to begin you can either set it to on acceptance which means it will start the moment the client agrees to receiving the invoices which will then be the start date or you can choose a specific date in the future for the series to start next you need to decide how many recurrences there will be and then pick how often you want them sent out so just enter that information and it will be good to go but now we need to talk about the most important choice here which is between these two options but let me pull up another slide here just to explain that a little bit better there are two ways to handle recurring invoices you can either set up the invoices to be sent out based on your schedule and the client will receive them just like normal one-off invoices to be paid manually or you can enable automatic payments which means they'll be automatically charged as soon as the next recurrent date comes around so let's also loop back around to the payment processors since they do play a part in this choice now from the tax stome side of things we don't have a reason to recommend one payment processor over the other since it really boils down to personal preference in many cases but I do want to let you know about one advantage that stripe has to use the automatic payments that we're talking about here for your recurring invoices that we just got through discussing you do need to to have stripe connected otherwise it's not going to be possible to automatically charge your clients so if you do want to use CPA charge you will need to use the manual payments option or you can connect both processors to use stripe for just the automatic payments now once you choose your best option you'll know how to handle the remaining options in this menu since they're basically the same as the ones for the one-off invoices that we talked about earlier the only difference is you'll see the payment schedule as well as a small summary down here at the bottom also just as a quick reminder you can create and use templates for your recurring invoices just like you would for the one-offs therefore we do recommend making some ahead of time so you are all set up for the future now I'll send this out so I can show you how the client would see this because there are differences between how they handle automatic payments and manual ones so just give me a second here let me switch to the client portal again okay here we are once the client opens the notification for the recurring invoice agreement they'll be redirected just like with normal payments but they'll see all the recurrence details and they'll have to sign the agreement to start receiving the invoice voices and to be automatically charged they'll sign in the same way they would with documents and proposals and yes we will be talking about proposals next I know I just mentioned proposals we are going to get to that in a second so everybody everything is really straightforward here but it's a little bit more formal since this is a bigger commitment for the client now if you do want to dig into this more no problem we do have a help article about recurring invoices just in case you're interested now I'm going to assume that some of you have questions about all of this the recurring invoices and how they work so right now we're going to take another short break here we're going to answer those questions just send them into the Q&A we will do our best to provide you with some answers right away so I'm going to sit tight for just a moment here we're going to give you a break and then we're going to talk about proposals next okay everybody class is once again in session here so let's dive into our proposals feature and the best way is to walk you through the creation process so let's make a new proposal by starting with a click on the new button proposals in taxo are a multi-layer tool for you to present your firm in the best possible light to set up expectations for your service to explain the services clearly to add an engagement letter to establish very clear terms and conditions and of course to ensure secure and timely payments and there are several parts that your proposal can include and you can choose what to include right here in the first step of the proposal's creation you'll use this function primarily to create proposals and send engagement letters but you can also create invoices as part of them which will need to be paid when the client signs the proposal instead of doing that step separately so in the interest of time here today I will use a template that I prepared earlier that already includes everything that I need as with most other things I would recommend to create some of these templates as well as get everything set up and ready to go since it will save you a lot of time down the road in the introduction part you'll enter information about your firm your services and of course any other information you want to share with a client since you have all the formatting tools available it might be worth pointing out that you can also include videos in your proposals now imagine that if you already have a video that you've created that showcases your firm and its history well then you might as well include it here and the same goes for an overview of your services the terms step is where you would set up something like an engagement letter or a contract that you'll need your client to sign you see to put it simply you should be using engagement letters for all of your work it doesn't matter whether it's for tax returns bookkeeping Consulting audits or any other services you provide having your client's sign engagement letter gives you both a safety net and a nice off point now in some places it might even be mandated that you have to use them but even if it's not you'll have all the information you need so if there are ever any issues with a client or in more extreme cases claims being made against your firm well the engagement letter will save you a ton of headaches down the road so after you add all the information needed to clarify the process and set expectations The Next Step is setting up the details regarding the payment now this is done by creating invoices as part of your proposals you will recognize all these available fields from our discussions earlier but the cool thing with proposals is not just that you can attach them here directly but you can also add multiple invoices to this proposal if you need to on top of that they can be both oneoff or recurring invoices or you don't have to do either one of these choices and simply add a list of services instead this way you'll set up expectations for costs and what's included in the process but you won't need to charge your client until a later point in the future we will be creating an option for clients to choose packages as well or in other words you can let your client choose between options a b or c before actually signing the proposal now when that becomes available we are going to be sure to share that with you so in the meantime we're going to do it just like we're talking about today now the last step before sending out the proposal is choosing how you want to be paid just remember you'll monitor their status in the proposals page over here where you will have a full list of all the proposals that you have sent out once again it's all streamlined so you'll likely be comfortable with using proposals by the time you send out your first one but the main thing that will take up some of your time is preparing those templates that we talked about with all the content you needed but once that's created then it's done and you can use it over and over now I have another quick example about a common use case for your proposals how many times have you interacted with a prospect you discuss a ton of things and then they ask you at a later point something like hey can you send me an email with everything that we talked about well you can save yourself a ton of time just use the proposal which will have everything you talked about already in it and you are all set and regardless of whether it's a proposal sent to a prospect or a long-term client of yours since you'll have your services listed in detail you can make it a lot easier here to charge your clients for any work that was done out outside of the original plan and we all know that almost everybody ends up doing some work for free because there was always some extra little thing that popped up but if you have your scope of work written down and you're doing any work beyond that well then it's only fair for you to be paid for that right that's what these proposals are all about okay folks up next let's talk about how to use invoices with our automation we first need to open up a pipeline's settings to show you how to handle the automation so we'll go to the pipelines page in the templates tab now I will use this one right here as an example now really quick if you are not familiar with pipelines jobs and everything else surrounding the workflows quite yet no worries just be sure to check things out in the with in the workflow webinar that we have and the academy course that covers it now the automations I'll show you here will make it a bit or will make a bit more sense to you if you have at least a basic understanding of the way it all works so again after this webinar is over you can head back to our other webinars you can dig deeper into that topic so now that we're here as part of your pipelines you're able to set up different kinds of automations one of them is the create invoice automation select an invoice template and it will be used to automatically send an invoice to a client that reaches that particular stage where you had placed it meaning at a certain step within your process now the main thing to keep in mind here is that each automation will use one template so it's going to be sent exactly as it is in the template with no chance for changes therefore the best practice is to use invoice automations for any flat fees that you would charge your clients now there are various use cases for this let's say at the start of your tax preparation process you want your new clients to pay you a retainer of $100 you can set up an automation to send it out to all your new clients and all of them will receive the same invoice this way you'll only continue to work with people once they've paid that retainer fee another UK use case here might be an invoice automation for a specific extra service the most common example of this would be charging clients for an extension on their tax returns so if they ask you for an extension you move them into the appropriate stage and they receive the invoice for it now that will help you improve your cash flow and it will motivate the clients to actually complete their necessary work sooner now besides being able to send an invoice you also have the send proposal automation as long as you create the proposal templates you can send those out automatically in a similar manner as you did with the invoices they will of course include all the details you set up previously including the invoices inside of them so for something like a deposit or a retainer you could add it to the proposal template and the client will sign the engagement letter part of it and pay the invoice that came along with it to make things go smoother you won't even need to manually do anything to continue your process after the client completes their part this is thanks to the automove function which as the name would suggest automatically moves your client jobs from one stage to the next once everything that was pending has been completed since your processes are unique to your business there can be countless cases where these automations would come in handy so it will be entirely up to you to decide how to best utilize it now many of you might be curious about proposals or automations and might have some questions so now is another chance for a little break here to allow folks to get your questions into the Q&A we'll take a small break here and then we will be right back and we're going to talk about Q ubo integration okay folks we are back here hopefully got all your questions in and earlier I had mentioned a little bit about our Qbo integration so let's get into that I will open the settings tab and I'm going to go to the Integrations page and then the QuickBooks tab this is where you will connect QuickBooks Online to your portal when you click on the button to connect it you'll get to choose which accounts you will want to sync and also a date from which it will sync the data this means that all the invoices you create and all the payments you receive moving forward will sync into Qbo now this is a great way to keep all the billing information you need recorded without having to manually copy things over but just keep in mind that the Qbo integration is a oneway integration meaning that all the information from taxdome will get synced into QuickBooks but not vice versa so you will want to Bill your clients through taxdome for the most convenient way to handle this you also don't need to worry about the invoice numbers since taxone will make sure there are no duplicates as long as you enable this toggle right here now to explain more about how this works if you create an invoice manually and enter a number that is already used in QuickBooks you will see a warning message pop up telling you that it already exists and that you should change it if the invoice was created automatically then it will automatically look for the next available number now we do have a help article that explains exactly how the integration works and what data gets transfered so if you are a Qbo user you'll likely want to check that out keep an eye on the chck as we will post a link to that in just a moment also I just want to point out that in case you have any issues with the integration and something fails to sync properly tax will notify you of the error so you can see what's going on if you are unsure about what to do about it feel free to reach out to our team so they can help you out we are here and happy to help you now folks let's switch it up a bit and we're going to talk about some General quality of life things that you can take care of to make working with invoices even smoother and we will start right here on the invoices page if you have a client that has an overdue invoice and you want to manually remind them about it you can click on the three dots next to an invoice and select send invoice by email that will create a new notification for them otherwise you would just use automatic reminders if you wanted to now while chatting about overdue invoices you can actually change how much time needs to pass for an invoice to become overdue since that varies from company to company firm to firm you can adjust that in the Integrations page in your settings in the same place where you can see your payment processors additionally right underneath that field you will see a toggle to enable prepayments enabling this will add an extra button to the client portal where your clients can go ahead and make prepayments if they want to and those prepayments are added as credits to their account which can be used to pay invoices at a later date now this is something that is disabled by default just to prevent any user errors where they could make a prepayment instead of actually paying an invoice that's overdue by mistake but if you want to enable this absolutely you've got the option to do that it's nice and easy one more thing that I want to mention before moving on from this page is you can connect both stripe and CPA charge now while many of you will just use one or the other some of you out there might use both and this is going back to what I mentioned before a common example would be firms who want to do all their regular billing through CPA charge but they still want to have the ability to automatically charge their clients for recurring invoices which requires stripe as I mentioned before so if you connect both payment processors you get the best of both worlds really we'll also let you know that there are more customization options in The Firm settings tab if you go there and then scroll down to the bottom you'll see a section where you can set the next invoice number and also a section where you can enable which custom Fields will be shown on the invoices so this allows you to add more details to your invoices which might be a big deal for some firms that require very specific information to be visible on their invoices you can see how this looks by either downloading or printing a sample invoice you have the option available whenever you open an invoice and click on the three dots in the top right corner to do that this way it looks much more like a traditional invoice another thing you should know is each client account has an invoices tab so if you're inside an account or you just want to see one specific account's invoices payments and everything else then you can find it right here the next tip we will cover is a big one and is extremely popular among all our users you can lock documents to invoices so whenever you or someone from your team uploads a document you will have the option to lock it as long as your payment processor is connected this means you can avoid having your clients not paying you despite putting in the work for them so let me show you how to do this I will just quickly upload a document and proceed as I would normally and select the firm docs shared with client folder I'm going to that folder here during the final step I will click the link in invoice button and from here you just pick the invoice you want to lock it to when the client tries to open this they will be prompted to pay the invoice before they can see it now this can also be done after a document has been uploaded by simply clicking on the three dots on the far right selecting edit and choosing the same link invoice option as before and finally folks let's talk a little bit about reporting most of out there need the ability to pull a report for your billing information so let me show you two ways that you can do that first I will go to the invoices page here you have the filter Button as is the case with many of the other pages and you should be familiar with this now let's assume that you're trying to see your total build revenue for a certain time frame simply open up the filter menu set the dates that you'd like to see add any other filters that you might need and then simply hit apply now you will get to see the exact information you need and you can either print the list with this button right next to the filter button or you can click the export button to export all this information into a spreadsheet if you like you can apply the same steps and logic to other information you might need so let's say you're looking for all the time entries that one of your team members made this particular a well go to the time entries tab apply the filters you need like the team member name and the time frame that you're looking for and then print or export the list it is really easy to find all the information you need this way so I really wanted to make sure I pointed that out now what is the other way that I mentioned well that's where the actual reporting page comes in and is one of our latest features in here you'll find tons of important information about your billing task management and more now we're not going to go through every possible item here on this page so instead I will just give you a brief example let's go with a similar example as before we will want to check our Revenue details so I'll open up the revenue monitor where I'll immediately be greeted by a lot of different sections ranging from an account's profitability to the overall generated Revenue across a selected time span and you even get a separate tab to view your aged receivables for any cases of overdue invoices besides all this you also get a great overview of all the details thanks to the graphs in different tables in case you need to expand any of these sections or you want to narrow the results down even further while just click on the explore button to pull a report you can either use the download option in any of these sections or you can get a bigger report by using the three dots at the top of the page and either download the contents or export them I recommend playing around with this feature just to learn how to get the information that you need here so spend some time play around with it so everybody let us take one final break here and give you a chance to send us any remaining questions that you might have just open up the Q&A let us know what you might want some more detail on and then we are going to start wrapping up the webinar once we recap what we went over today so I'll let you do that I'll be back with you here in a couple seconds all right everybody we will jump back into it and wrap things up keep typing in those questions if you have them so we went through a lot of information today and you're all Troopers for making it to the end here so let's do a quick recap we started by getting you familiar with the billing Tab and clarifying the ter techology surrounding all the billing in taxdome after that we focused on the first step you should take to set up your billing which is to connect a payment processor we then explained invoices payments and time entries one by one and showed you how to create these this was followed by one of the most interesting parts of the webinar our recurring billing functionalities proposals and the automations you can use for various situations and finally we talk talked about our QuickBooks integration and we finished things up by giving you some ideas for how to work with your invoices or more specifically by showing you how locking documents to invoices works and at the end we showed you how to pull some reports so everybody this was quite a bit that we went through today I'm sure you absorbed a lot of it and I hope our team managed to clear up any remaining questions that you may have had but if you do have more questions by all means reach out to to us after this webinar or you can even schedule a one-on-one session if you prefer to do that and finally I mentioned our webinars please do not forget to visit our taxdome Academy since you can learn everything about taxdome at your own pace with our interactive courses they are a treasure Trove of knowledge so it would certainly be a shame if you didn't check that out so please go back and revisit that and folks that is it for today a huge thank you than to everybody who joined us today for this webinar we certainly do appreciate your interest and your dedication and I hope you join us for more webinars in the near future thank you very much everybody have a great rest of your day