How to work with promotional credits and increase the firm’s balance

You can give your clients credits as part of a promotion if they are eligible to receive a discount or a bonus from your firm.

You can use the client’s available credits to pay for an invoice.

To learn more visit our Help Center: https://help.taxdome.com/article/176-offline-payments-and-promotional-credits

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.

You can give your clients credits as part of a promotion if they are eligible to receive a discount or a bonus from your firm.

You can use the client’s available credits to pay for an invoice.

To learn more visit our Help Center: https://help.taxdome.com/article/176-offline-payments-and-promotional-credits

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.