How to pay an invoice

Table of Contents

Locate invoices to pay
Pay your invoice

No need to mail checks or visit your accountant’s office—simply pay your invoices directly on your client portal or by clicking a link in the email received.

Locate invoices to pay

You can find and pay an invoice either from your portal or by clicking the link in the email from your firm.

To open an invoice from the portal, go to the Billing section on the Home page and click the notification.

Or open the link directly from the email.

Then, review the information about your payment in the Invoice details section.

Tap the notification on the dashboard to access the invoice.

Then, review invoice details.

Pay your invoice

Once you’ve reviewed the invoice, select a saved payment method or add a new one . You can pay the full amount or adjust the Amount to pay field to pay partially. Then click Pay.