George4Tacks
Level 15

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

  1. Open the client's return.
  2. From the Return actions menu select Invoice.
  3. Make sure the client information is showing correctly.
  4. Enter the amounts for Federal and State Tax Return Preparation.
  5. You can add additional line items using Add Line.
  6. You can customize the text in the Notes.
  7. If you make changes, you can Save as My Template to use those changes on other clients.
  8. When your ready to create the invoice select Create PDF.
  9. Select Cancel to return to ProConnect Tax.

Answers are easy. Questions are hard!
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