Key benefits
The services engaged for a client drive the invoice instead of a blank template.
Tax is calculated with exact paise arithmetic on every line.
Payments attach to the invoice they settle, so outstanding amounts are accurate.
Clients receive a record of what they have paid.
Invoices and payment status appear in the client portal.
Billing sits beside the work, so nothing is billed twice or missed.
In most firms the gap between finishing work and raising the invoice is where revenue leaks. Because TaxOS already knows the services engaged for each client, the invoice is a short step from the work rather than a separate reconstruction at month end.
Service → Invoice → Payment → Receipt. Each stage references the previous one, so the client's billing history is coherent.
Firm-level billing settings hold the details that appear on documents, so invoices are consistent across staff and engagements.
Billing covers invoicing, payment recording and receipts inside TaxOS. TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal. Online payment collection through a payment gateway is not part of the current release.
How it works
Use cases
Bill recurring engagements without rebuilding the invoice each time.
Invoice the specific service delivered, with the work trail behind it.
See which invoices remain unpaid against each client.
Answer a billing question from the same record that holds the work.
FAQ
Not in the current release. Invoices and receipts are produced in TaxOS and payments are recorded when received.
Yes, GST is calculated on invoice lines using exact paise arithmetic.
Yes, invoices and payment status appear in the client's portal.
Related
