Purchase/Activate - Invoice and Billings

To purchase the Invoice and Billings subscription, you must follow these steps:

1. Log in to Account
2. Click on Buy Subscriptions.

1. Choose the Invoice and Billings option, enter the number of users you want to include in the subscription, and click Continue.
   
2. Review the billing information and click Continue.
   
3. Review, accept terms and conditions, and click Continue.
   
4. Enter the payment information and click Pay.
   • You can use an Existing Credit Card or add a new card.
     
5. 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.

1. In the Expert Tax account, go to the Company tab.
2. Under the Users option, locate those to whom you will add the Invoice and Billing service and click Manage user.
3. In Subscriptions, click Edit and activate the subscription.
   
4. Once this is done, you will see the Invoice & Billings option in your Expert Tax portal.

If you need assistance, remember that you can request it through your Profile on our new Support Platform, and our staff will contact you as soon as possible. You can also write to us at our email support@experttax.com.