Select a payment method

Table of contents

Select payment method
Affirm and Klarna (buy now, pay later) (Beta)
Additional payment methods
How saved payment methods work

You can control exactly which payment methods your firm accepts—bank debit, debit card, and credit card—and whether to accept American Express separately. Bank debit is usually cheaper for you, while cards may be more convenient for your clients.

Note

To be able to select payment methods, set up the payment integration first. Connecting a payment provider automatically turns on every method it supports, for your firm settings and all existing invoices, recurring invoices, and proposals.

Select payment method

Note

This can be done only by a firm owner or admin .

Go to the Payments tab of Settings > Integrations.
Select the checkboxes for the methods you want to accept: Bank debit, Debit card, and Credit card. At least one method must stay selected.
Under the card checkboxes, use the Accept American Express cards toggle to accept or decline Amex separately, without affecting your Debit card and Credit card settings.

Removing a method is always pushed to unpaid invoices, unsigned recurring invoices and proposals, and all templates that currently allow it—only paid invoices and signed proposals or signed autopay recurring invoices keep the method they already had selected. Adding a method lets you also apply it to your prepayment & deposit settings , templates, or all unpaid invoices, recurring invoices, and proposals—leave these unchecked to apply it only going forward.

New invoices, recurring invoices, and proposals start with all your firm’s active payment methods pre-selected—narrow the selection per item as needed.

If you enable prepayment , the same checkboxes and Amex toggle appear under Prepayment & deposit. A method is only active for prepayment if it’s also active in your main settings—turning it off there turns it off for prepayment too.

Affirm and Klarna (buy now, pay later) (Beta)

Affirm and Klarna are on by default for eligible firms, letting clients split an eligible invoice into installments. Unlike the additional methods below, you can turn either one off independently in Payment methods.

Attention

At least one base payment method (credit card, debit card or bank debit) must stay selected—Affirm and Klarna can’t be the only payment methods enabled.

Affirm and Klarna only apply to full, one-time invoices—even if you include recurring invoices, proposals, or prepayment & deposit settings when turning a method on, they won’t be added there.

See more on eligibility rules and what clients see .

Additional payment methods

When card payments are enabled, clients may also see the following options on the payment page:

Apple Pay—in Safari on iPhone, iPad, and Mac, in Chrome on Mac, and in the client mobile app on iOS. Requires TaxDome Payments .
Google Pay—in most desktop browsers when the client is signed in to Google (in Safari, an active session such as Gmail is required), and on Android in Chrome and the client mobile app.
Link—a Stripe service that lets clients save their payment details for one-click checkout, across TaxDome and other websites that support Link.

These can’t be enabled or disabled independently from card payments—if a client doesn’t see Apple Pay or Google Pay, it’s likely their browser, device, or Google account isn’t active in that session.

How saved payment methods work

When a client pays through the client portal, their payment details are saved automatically for faster checkout on future invoices. Firms can also charge clients directly from TaxDome using those saved methods.

Firm owners, admins, and team members with the Manage payments access right can add or delete payment methods directly from the client’s profile.

Payment methods are securely tokenized, encrypted, and stored with Stripe—not in TaxDome. The client’s actual card number is never visible to your firm.

Note

Payments made without logging into the client portal do not save payment methods.