Invoicing
Learn how to streamline your invoicing process and ensure timely payments from clients with TaxTank.
11 articles
- How to create and send an invoice in TaxTankLearn how sole traders can create and send invoices in TaxTank with GST, payment details, line items and easy invoice tracking.
- How to create an invoice templateLearn to create customised invoice templates tailored to your sole trader business needs and enhance professionalism and efficiency.
- How to reconcile invoices using the find and match featureLearn how to reconcile invoices efficiently using TaxTank's find and match feature to streamline your reconciliation process.
- How automated invoice matching worksExplore how automated invoice matching works in TaxTank. Save time and effort by automating your invoice reconciliation process effectively.
- How to manage Contacts in Sole Tank (Quotes & Invoices)Learn how to manage contacts in Sole Tank. Add, edit, and organise clients so quotes and invoices stay accurate, records are tidy, and financial info is easy to track.
- How to include fees or deductions in an invoiceLearn how to include deductions or fees on your invoice to match the payment or bank transaction amount received.
- How to apply a discount or commission expense on an invoiceLearn how to apply a discount or commission expense on an invoice in TaxTank using negative line items for accurate deductions.
- How to resend an invoice in Sole TankLearn how to quickly resend an invoice in Sole Tank with just a few clicks. Edit, save and send directly from the Invoices tab.
- How to add a PayID to your invoices in Sole TankLearn now how to add a PayID to your Sole Tank invoices so clients can pay faster using an email or mobile number, with automatic payment details included.
- How to add comments to invoices in Sole TankLearn now how to add comments to your Sole Tank invoices to include notes, payment terms, or extra details that appear clearly on the final invoice sent to clients.
- How to copy an invoice in Sole TankLearn now how to copy an invoice in Sole Tank to quickly create a new draft using existing invoice details, saving time when billing similar or recurring work.