Paying from email or via payment link
When someone from your accounting firm sends you an invoice, you can always find it in the portal. However, sometimes, you can receive an email with the payment button or a payment link via your preferred communication channel. This guide will show you how to easily pay the invoices you receive via email or payment links, whether you are logged in or not.
Note! You can pay only the full invoice from email or via link. Partial payments are possible only in the portal.
Covered here:
Pay invoices from email
You can pay your invoice by following the link inside the email you received from your firm.
Open the message and review the important information, such as the services provided and the rates.
When you are ready to pay, click the Pay invoices button to open the invoice in a new tab. It does not matter if you are logged into your client portal or not. You can pay an invoice both ways.
Pay invoice while logged in
If you are logged in, you can pay the invoice by using your credits, choosing your saved payment method, or entering new payment information. Don't worry if you don't see any saved payment methods, it simply means your accounting firm doesn't use Stripe as their payment provider.
Click Add payment method to enter your card details. After you set up your payment method, click Pay invoice to proceed with the payment.
After the payment has been completed, you will see a notification.
Here's what else you'll be able to find in the top right corner of your screen:
- a. Print: You can print an invoice if you need a paper copy.
- b. Download PDF: Saves an invoice directly to your device. If the invoice hasn't been paid, the PDF will contain a link to pay.
- c. Back to client portal: Opens your client portal.
Pay invoice without logging in
If you don't have access to the client portal, no worries. You can still pay the invoice. Enter your payment information and click Pay invoice.
Please note that you cannot print or download an invoice while not logged in. To log in, click the Sign in button located at the top right corner of the screen. After entering your email and password, you will be redirected back to the invoice.
Pay invoices via payment links
If you cannot click Pay invoices, you can access the invoice payment tab through the link at the bottom of the email. Click on that link to proceed with the payment.
Then, follow the instructions above: