請求書の発行概要

TaxDome 、請求書発行のすべてをポータル内で管理することができます。請求書の発行、オンラインでの支払受付、支払記録の管理、請求時間の管理などが可能です。このガイドでは、TaxDome請求書発行の設定と使用方法に関するすべての初期情報を提供します。

初期設定を行う

顧客への請求を開始する前に、基本的な設定を行う必要があります：

• Connect to a payment service provider : This lets your clients pay securely within the porta either with Stripe, CPACharge or both.

• Sync your portal to QuickBooks Online : It helps you to seamlessly send all invoices and payments you need from TaxDome to QuickBooks.

• Add the services : You can add the services you offer clients and use them as templates for billing. If you already have some in QuickBooks Online, you can transfer them to TaxDome in one click.

• Set up a default tax rate : Include taxes in your invoices automatically.

• Configure the overdue period : Gain control over the period after which invoices are considered overdue.

• Select the first invoice number : If you use the QuickBooks Online integration, you can select the first invoice number so that invoices are not duplicated when sent to QuickBooks.

• Customize invoices : Configure how PDF invoices look for clients.

顧客への請求開始

一度セットアップすれば、TaxDome 使用してクライアントに請求書を発行することができます。主な請求機能をご覧ください：

• Issue invoices : Add the services performed and send invoices to clients.

• Create invoice templates : Pre-fill invoices data and send them in one click.

• Set up automatic reminders : Make sure clients don’t miss invoices and don’t forget to pay you.

• Add discounts : Boost your sales by including discounts in invoices.

• Process offline payments : Even if your clients pay via cash or outside TaxDome, you can record their payments in the portal.

• Enable prepayments : If you want your clients to pay in advance, you can allow them to make prepayments.

請求書とともに提案書を送付

It’s a good idea to start your joint journey with your client with a proposal which outlines all terms and includes either a fixed price list or tiered service packages for clients to choose from. You can also include invoices ready to be paid along with signing the proposal.

• Review the proposal flow : Check all settings and explore what your clients see when they read and sign proposals.

• Create a proposal template : Include the essential information about your firm and terms, so that it could be easily adjusted for each client group.

• Offer tiered packages or a fixed list of services : Present services as a single fixed list, or create up to 3 service bundles for clients to compare and choose from.

• Include your pricelist, ask for a deposit or initiate subscription-based services : If your clients accept the proposal, it can trigger an invoice that will be issued once a time period.

• Set up automated reminders : Ensure your clients don’t forget to sign a proposal.

請求書発行プロセスの自動化

TaxDome 請求書を処理する一番の利点は、自動化でき、請求に間違いがないと確信できることです。以下はその例です：

• Lock documents to invoices : Your clients will be unable to open or download a document unless they pay an invoice linked to it.

• Bill for recurring services : If you offer subscription-based services like monthly bookkeeping you can use recurring invoices. These are a series of one-time invoices issued automatically on a given schedule. 

• Automate invoices in pipelines : In pipelines, you can set up an automation that creates invoices when jobs reach certain stages. Once the invoice is paid, the job may be automatically moved to the next stage triggering the further automations.

• Automate proposals : In pipelines, you can set up an automation that will send proposals to your clients without your involvement.

効率的な請求書発行のベストプラクティスを学ぶ

主な請求関連のワークフローに加えて、処理することが重要な他のシナリオがあるかもしれません：

• Make changes to invoices : Keep your financial records accurate.

• Edit recurring invoice schedule : Adjust the general schedule or details of particular invoices inside a recurring series.

• Handle overdue invoices : Be notified about the unpaid invoices and follow up with payment reminders to resolve any payment issues.

• Unlink unprocessed payments : If a payment is stuck, you can unlock it from the invoice so clients can pay it again.

• Make refunds : No matter of payment type, you can process a refund making sure your records are accurate.

• Reward clients with credit notes : You can add credit notes to your loyal clients, and they can use them later to pay invoices.

時間の追跡と請求

TaxDome 時間追跡機能により、クライアントに費やした時間に応じて請求することができます。統合された時間追跡機能により、すべての作業時間が適切に請求されていることを確認することができます。

• Track time : Every team member can start the time tracker when working on a job or task. After they finish the work, a time entry will be created. it’s also possible to add time entries manually and track time for any activities.

• Bill time : Create an invoice from one or more finished time entries and send it to your client.

• Clear out the WIP : Conveniently send an invoice to your client for all the time entries over a time period.

費やした時間を分析し、キャパシティを計画する

タイムトラッキングは、透明性の高い労働環境の構築に役立つため、クライアントへの請求書作成以上の効果があります。蓄積されたすべてのデータを活用することで、従業員に働いた時間に応じて給与を支払ったり、従業員のパフォーマンスを分析したり、チームのキャパシティを管理したりすることができます。

• Work with the Time utilization dashboard : Measure your team’s performance and prepare employees’ payroll.

• Plan and analyze job budgets : Compare the the time allocated for a job versus the actual time spent and analyze time variance.

• Manage your team capacity : Be sure to analyse your team weekly capacity to monitor productivity and balance workloads.