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Video: Billing and Invoicing

Updated: 2018-04-03

Billing and Invoicing

Learn how to use TaxCycle to invoice your clients. Click a timestamp below to jump to a topic:

  • Set invoicing options (3:14)
  • Set pricing options (8:24)
  • Copy prices from year-to-year (8:52)
  • Complete the Billing worksheet (17:41)
  • Export invoice to QuickBooks® (24:35)
  • Print or email and invoice to clients (26:25)
  • Track billing status in workflow (28:38)
  • Report on billing status in the Client Manager (29:30)

Date of broadcast: March 1, 2018
Presented by: Elizabeth Kohl