Billing and Invoicing

Updated: 2020-06-12

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

  • Set invoicing options (3:26)
  • Export invoice to QuickBooks® (7:29)
  • Set pricing options and copy prices from year-to-year (9:15)
  • Complete the Billing worksheet (17:15)
  • Print or email and invoice to clients (27:04)
  • Track billing status in workflow (31:41)
  • Report on billing status in the Client Manager (34:09)

Date of broadcast: February 21, 2019
Presented by: Perry Giagos