Invoices & Billing

Great work.
Clear invoices.
Easy payments.

Create branded invoices, share payment links, and keep every client balance in view. All inside TAAX Pro.

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Northstar Tax & Accounting icon compass

Invoice #1042

Bill to  Maria Johnson

Due September 30, 2026

Tax preparation

1 × $450.00

$450.00

Total due · USD
Illustrative invoice · Sample data
From creation to getting paid

A simpler way to run your billing.

Make it yours

Create polished invoices with your branding, service details, taxes, and discounts.

Make it easy to pay

Share an invoice payment link or let clients pay through their portal.

Know where things stand

Keep invoices, balances, and payment history together with your client records.

Your brand. Your invoice.

Professional before you press send.

Build a clear, branded invoice and see the client view as you work.

Every detail, in place

  • Brand colors and business details
  • Services, quantities, and rates
  • Taxes, discounts, and due dates

Invoice studio

Live preview

Northstar Tax

Brand theme · Navy & teal

Service details

Tax preparation · $450.00

Bookkeeping · $150.00

Subtotal

$600.00

Discount

−$60.00

Total due

$540.00

Illustrative invoice studio · Sample data
Invoices and Billing overview video
Take a quick look

See TAAX Pro in action.

A quick platform overview, right here when you need it.

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TAAX Ai

Connected to TAAX Ai

Less chasing.
More clarity.

Ask TAAX Ai to summarize outstanding invoices and help prepare a thoughtful follow-up.

You stay in control

Review billing summaries. Draft client reminders. Check the details before anything is sent.

TAAX Ai / Billing assistant

You

Draft a friendly reminder for invoice #1042.

Draft ready for your review

Hi Maria, a quick reminder that invoice #1042 for $450 is due September 30. You can view the invoice and payment options below. Thank you!

Illustrative Ai workflow · Review before sending
A shorter path to paid

One link.
An easier payment.

Send a payment link by email or message. Clients can open their invoice and pay through your connected payment provider.

Connected to your workflow

  • Client portal payments
  • Stripe and supported gateways
  • Payment history on the client profile
Northstar Tax

Your invoice is ready.

$450.00

Invoice #1042 · Tax preparation

Payment method

Credit or debit card
Processed by your connected provider

Illustrative payment view · Sample data
The big picture, together

Billing belongs with your clients.

Customer Manager

Open a client profile to see invoices, payment history, and outstanding balances.

See details

Task Manager

Keep billing follow-ups alongside the rest of your team's work.

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Client Portal

Give clients a convenient place to view their invoices and make payments.

See details
Good questions. Clear answers.

Invoices & billing FAQs

Yes. Add business details and branding, then preview the invoice before sending it.

Yes. Share an invoice payment link by email or message, or direct clients to their portal.

Connect Stripe or another supported payment gateway available in your TAAX account to accept invoice payments.

Yes. Add service details, quantities, and rates, then apply the relevant taxes and discounts.

Use TAAX Ai to review billing information and prepare reminder drafts. Check the details and approve your message before sending.

Turn completed work into paid invoices.

Bring your invoices, payments, and client records into TAAX Pro.

Book a demo