Answered
SafeSend Enhancement Request
Invoices are only allowed to be sent with the return. In most cases, we don't have the invoice ready until post busy season. We'd love the opportunity to add invoices to portals later where they can be marked paid by the client when they make payment.
Comments
Hello Jennifer,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
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