Users will find a step-by-step guide in this article on how to pay an invoice from the client portal.
Questions answered in this article:
How to pay an invoice from the Client Portal
How to add a payment method (credit card)
How to view an invoice
How to view payment history for an invoice
Finding an invoice to pay:
We’ll start by going to the Invoices tab:
Once you open the Invoices tab, click on the desired Invoice Number.
Once the invoice appears, locate the Pay button (top-right of the invoice modal) and click it to proceed with the payment details.
Adding/updating a card on file:
If this is your first time paying for an invoice, you may need to add a new card.
Click the Add Card button.
Please complete all fields and click Submit to save your card.
Once your card has been entered, we can proceed to confirm your payment.
You will then be taken back to the invoice list where you can now see the invoice marked as paid with a tag noting the Payment Date.
Viewing payment history for an invoice:
While on the Invoices page, click on an Invoice Number to preview it.
To view the payment details for the selected invoice, click the Payment/Refund History button.
The Payment & Refund History modal will list any partial payments made towards the balance of the invoice, as well as show a reference for the card transaction.