To purchase the Invoice and Billings subscription, you must follow these steps:
- Log in to Account
- Click on Buy Subscriptions.
- Choose the Invoice and Billings option, enter the number of users you want to include in the subscription, and click Continue.
- Review the billing information and click Continue.
- Review, accept terms and conditions, and click Continue.
- Enter the payment information and click Pay.
- You can use an Existing Credit Card or add a new card.
- You can use an Existing Credit Card or add a new card.
- Once the payment is completed, you will be able to:
- Download the invoice (PDF format).
- Activate the license/subscription.
- Complete a survey about the process.
License Activation
Once you have completed the purchase process, follow these steps to activate the service.
- In the Expert Tax account, go to the Company tab.
- Under the Users option, locate those to whom you will add the Invoice and Billing service and click Manage user.
- In Subscriptions, click Edit and activate the subscription.
- Once this is done, you will see the Invoice & Billings option in your Expert Tax portal.