Change payment details

Update your payment details if a transaction fails for a recurring or one-time invoice or deposit.

Recurring invoices

If the payment details you provided are invalid (e.g., insufficient funds or incorrect information), recurring invoices linked to this payment method will fail to process and will be marked as Overdue. To resolve this, follow the steps below to update your payment details.

1. Log in to the client portal.

2. Go to the More > Billing section.

3. All issues with payment details are listed in the Your to-do list module. Click Update payment details for the specific invoice you need (e.g., Bookkeeping subscription).

Information is duplicated at the right of the “Expires” column in the Recurring invoices subtab of the Billing page. Click on it to update your payment details.

4. On the invoice summary page that opens, add a new payment method or select another payment method if it’s already there. Once you’ve done this, click Save and then Back to client portal. 

All the subsequent invoices will be paid automatically after specifying the correct payment details. 

One-time invoices

If payment fails for a one-time invoice, the invoice remains in Unpaid status, and you need to update your payment method to complete payment:

1. Log in to the portal.

2. Go to Billing from the top menu.

3. In the Invoices tab, find the unpaid invoice and click on its number to view details.

4. In the Payment details section, either add a new payment method or choose an existing one.

5. Click Pay to complete payment.

Deposits

If deposit payment fails when signing a proposal, you will see a banner indicating payment did not go through.

To resolve this, update your payment method and retry the payment:

1. Log in to the portal.

2. Go to Proposals & Engagement letters from the top menu.

3. Open the proposal with the failed deposit payment.

4. In the Payment details section, add a new payment method or select an existing one.

5. Retry signing and paying the deposit with the updated payment method.

Deposit funds are applied to your credit balance after payment succeeds.