Invoices, payments, tax settings, exports, and trust accounting limits
VisaFlo includes invoicing and paymentrelated workflows, but it is not a full accounting or trustaccounting system. Use this article to understand what you can do in VisaFlo and what may still need to be handled in your accounting software.
Written By Team Visaflo
Last updated About 2 hours ago
Invoices, payments, tax settings, exports, and trust accounting limits
Overview
VisaFlo includes invoicing and payment-related workflows, but it is not a full accounting or trust-accounting system. Use this article to understand what you can do in VisaFlo and what may still need to be handled in your accounting software.
Common tasks
- Create invoices.
- Request online payment where payment integration is configured.
- Track payments and receipts.
- Export invoice data where export is available.
- Separate company service fees from government fees when the workflow supports it.
Tax settings
Tax rates may need to be configured manually. If your firm works across provinces, review each invoice before sending it.
Trust accounting
VisaFlo should not be treated as a full trust-accounting replacement unless your workspace has a confirmed trust-accounting feature. Continue using your required accounting process for trust funds and reconciliation.
When to contact support
Contact support if:
- An invoice is missing.
- A payment link does not work.
- You see an unexpected card charge.
- Tax is calculating incorrectly.
- You need a specific export field added.