Facturas (básico): Pagamentos offline, descontos e créditos promocionais

Learn how to manually add an offline payment on TaxDome when a client pays with a check, cash or a card-processing service such as Square. Reward clients with bonuses and add discounts either to manually created invoices or to invoice templates.

Abrangido aqui:

• Offline payment types and credits, explained
• Efetuar pagamentos offline
• Giving client promotional credits
• What clients see when you add offline payments
• Giving discounts
• Paying invoices with credits (fully or partly)

Offline payment types and credits, explained

A firm owner, admin or team member with access rights to manage payments can issue these offline payment types:

• payments used for revenue calculations (e.g., when your client pays invoices in your office)
• payments not used for revenue calculations (e.g., when you want to reward your client)

In both cases, offline payments are added to the client account as credits. They can be used towards paying invoices in the future. Or you can settle the existing invoices while adding the offline payment.

Efetuar pagamentos offline

Siga estes passos para registar manualmente um pagamento efectuado fora de TaxDome (dinheiro, cheque, Square, Venmo, etc.):

1. Click New at the top left of your screen, select Offline payment from the slide-out, then choose the client account.

2. Make sure the  payments used for revenue calculations option is selected, and enter the payment amount. You can autofill it with the unpaid invoices amount by selecting them below.

3. Select the payment source.

4. Acrescentar uma descrição que indique o objetivo do pagamento.

5. That’s it! Click Save to make the offline payment. Credits are added to the client account.

Here's a bit more on other options for offline payments:

1. Link to jobs: Link your offline payment to an existing job to make it immediately available in your workflow when needed. Click Link to Jobs, then select the jobs. Once linked, the Jobs section is displayed at the bottom. You can see the job title and the pipeline it’s in (here's more on linking payments to jobs).

2. Data: Esta é a data em que o cliente efectuou o pagamento. Por predefinição, verá a data atual.

3.  Send client email notification: Select this if you want an email about the offline payment to go out to the client.

4.  Sync payment to QuickBooks Online: Select this option if you want to sync this payment with QuickBooks (this could lead to duplicating payments). Here's more on syncing payments with QuickBooks.

5. Settle: You’ll see the list of invoices issued for the selected account. The sum of the selected invoices will autofill the payment amount.

Giving client promotional credits

Offering promotional credits is nice perk to offer clients without you having to devalue or discount your product. You can also use them to provide a refund.

Promotional credits could be created just like regular offline payments, but be sure to select the  Do not use payment for revenue calculations option to make sure that they aren’t included in the calculation of your total revenue. They also aren’t synced with QuickBooks and you cannot select the source for them.

What clients see when you add offline payments

Your clients see their credits in the Home section of their portal and can use them to pay for their invoices.

Para ver TaxDome do lado do cliente, aceda a uma vista só de leitura.

Giving discounts

Para mais vídeos de instruções úteis, visite TaxDome Academy, o nosso centro online gratuito para
ver e aprender tudo o que precisa de saber sobre TaxDome.

Outra forma de incentivar a fidelidade dos clientes é oferecer descontos. Pense, por exemplo, numa oferta especial sazonal ou de férias ou numa oferta para madrugadores. Pode guardar como um serviço que pode ser rapidamente selecionado e adicionado a uma fatura.

Para adicionar um desconto à fatura:

1. Click the New button at the top left of your screen, select Invoice from the slide-out.

2. Adicione tantos itens de linha à sua fatura quantos forem necessários e, em seguida, clique na ligação Desconto .

3. Introduza o tipo de desconto que está a conceder. Verifique os campos TAXA e quantidade(QTY) e edite-os, se necessário. Se tiver descontos frequentemente utilizados, adicione-os como serviços para que possa sempre seleccioná-los rapidamente.

4. Enviar a fatura ao cliente.