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Before, you could link invoices to jobs either within the pipeline or through automations.
When creating invoices, you can now link the invoice to an existing job, saving you clicks.
We have also added a Link to Job feature to the Invoices list so you can always select the job while reviewing your invoices or editing any of them
Reminder: You can edit only unpaid invoices, but you can still link paid invoices to a job from a pipeline.
Read more: https://help.taxdome.com/article/174-creating-emailing-and-setting-reminders-for-invoices#10
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.
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Linking Jobs to Invoices
Before, you could link invoices to jobs either within the pipeline or through automations.
When creating invoices, you can now link the invoice to an existing job, saving you clicks.
We have also added a Link to Job feature to the Invoices list so you can always select the job while reviewing your invoices or editing any of them
Reminder: You can edit only unpaid invoices, but you can still link paid invoices to a job from a pipeline.
Read more: https://help.taxdome.com/article/174-creating-emailing-and-setting-reminders-for-invoices#10
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.
