Answered
SafeSend Return - Invoice Paid Update Option
It would be nice to be able to update the client's invoice as paid from the firm side. Some of our older clients are just able to sign electronically and download a copy of their return. However, they are not computer literate enough to navigate to add the payment details. It stresses them out to see the red banner saying 'Invoice Payment Due' when they log into the system, and this banner does not go away even a year later. We can confirm on our end that payment was received, so we should be able to edit the details regarding invoice payment.
Comments
Hello R!
I have added your firm information to our Enhancement Request for this. Our Product and Development teams will review it! If you have any other product design requests, please let us know.
Any update on this? We too have many clients who still prefer to pay by paper check.
Please sign in to leave a comment.