🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Document

Invoices (Basic): Lock Docs to Invoices

Invoices (Basic): Lock Docs to Invoices
10 Min

Lock a document to an invoice so that the client sees it is available but can’t view or download it until the work has been paid for. Once the client pays, the document automatically unlocks for them.

Read more

Document

Invoices (Basic): Lock Docs to Invoices

Lock a document to an invoice so that the client sees it is available but can’t view or download it until the work has been paid for. Once the client pays, the document automatically unlocks for them.