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Client Billing Options

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Level 2

Currently, I participate in the Pay-By-Return program. However, I have a client who wants their refund direct deposited, but does not want to use the refund to pay me. He would rather pay my tax preparation fees out-of-pocket. So, I completed the direct deposit inputs and e-filed the return without entering the pay-by-return selections. Both the state and federal returns have been accepted. At this time, I'd like to know if the system will automatically generate an invoice OR if I will need to create and generate the invoice for payment? Please assist. Thanks.

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Level 15
Level 15
Can't he just hand you the payment? You should get paid prior to Efiling.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 2

Yes, he can and you're absolutely right. I think I just wanted an invoice to generate so that I can tie his payment back to this service in the event anything ever happened. Honestly, I've never had someone want to pay me upfront so this is a new one for me. Has this ever happened to you and if so, how do you handle it?

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Level 15
Level 15

Im not familiar with ProConnect Tax Online, I think @itonewbie  or @George4Tacks might be able to help better.

Seems like there should be a way to get it to print out an invoice of some kind.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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