📣 Recurring invoices allow a firm to have invoices sent to clients on a regular predetermined basis (weekly, monthly, etc.) for the services provided during that period.

In this webinar TaxDome co-founder, Ilya Radzinsky covered the below and more:

• Set up recurring invoices

• Set up payment authorization with a credit card or bank debit

• View the client's experience

• A walkthrough of use cases and ample live Q&A

Watch the recorded webinar to know how to get paid automatically, provide a great client experience and free up your time from administrative tasks to focus on value-add, billable work.

Follow the link to check out the webinar Q&A transcription: [ Ссылка ]
________________________________________________________________________________________________

Check out our previous webinar on workflow automation: [ Ссылка ]

For a deeper dive into the Recurring invoices feature – book a live demo with one of the TaxDome experts here: [ Ссылка ]  

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms [ Ссылка ]

Reach us on Facebook: [ Ссылка ]

00:00 Agenda
2:27 What are recurring invoices
5:33 What is payment authorization
8:43 How to create a recurring invoice in TaxDome
11:49 Client's experience
13:54 Additional features
15:00 Benefits of recurring invoices
16:15 How recurring invoices save you time and money
17:00 Case study: Monthly accounting services
18:04 Case study: Monthly bookkeeping one-time clean-up added
18:18 How to edit a recurring invoice
20:37 Case study: Installment payments
21:07 What's next: payment without logging in
21:31 What's next: Firm authorization
22:03 What's next: Proposals
24:28 Q&A session

свернуть