George4Tacks
Level 15
03-02-2025
02:39 PM
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I just tried this on a return that I have not even paid for. I do have an account, but no credits. It worked. What Brower are you using?
Follow these steps to create invoices in ProConnect Tax
- Open the client's return.
- From the Return actions menu select Invoice.
- Make sure the client information is showing correctly.
- Enter the amounts for Federal and State Tax Return Preparation.
- You can add additional line items using Add Line.
- You can customize the text in the Notes.
- If you make changes, you can Save as My Template to use those changes on other clients.
- When your ready to create the invoice select Create PDF.
- Select Cancel to return to ProConnect Tax.
Answers are easy. Questions are hard!