Paying From the Invoice Page

Covered here:

Your Invoice Page 

Go to your Invoice page from the left sidebar. You’ll find your invoices grouped by year. To see those paid during a specific year, click the year on the left.

What you'll see:

  • Outstanding balance: This is everything you still owe. 
  • Credits Available: These are the funds you have available to pay your invoices.
  • Status: The red Unpaid, yellow In progress, green Paid, and red Overdue tags help you quickly ID the status of each invoice.  
  • Date posted: This is the date the invoice was issued.
  • Description: Generally, this is a memo from your preparer.
  • Date paid: The date you paid.
  • Amount due: This is the amount of the invoice. You can also see the total amount of all invoices from the last year.

Your amount due is displayed below the invoice list. Credits are automatically applied, and you’ll see the remaining balance. You can pay all invoices (or only some) here with a credit card. 

Paying All Invoices

To pay all invoices:

1. Go to Invoices, then click the Pay Invoices/Apply Prepayment button. Note: You won’t be able to pay all invoices at once if your firm has selected different payment methods for them.

2. Enter your bank account or card details, then click Pay. If you have credits available, they will be deducted from the total. 

The payment window will look something like this:  

3. The payment takes a moment to be verified. Click OK to go back to the Invoice page.

It will be in Verifying payment status until it goes through. It usually happens immediately, but it can sometimes take a minute or two.

If you use a debit card (ACH for USD, SEPA for EUR, Bacs for GBP), the payment’s status is  In progress until it goes through. It can take up to 14 business days (five days on average). 

tip

Note: All payments are made through a secure payment-processing service. We don’t store your payment details.

Paying Selected Invoices

To pay selected invoices:

1. Go to Invoices, then select the specific invoices you want to pay. Note: You can’t pay several invoices at once if your firm has selected different payment methods for them.

2. Review the amount to be charged, then click Pay Invoices/Apply Prepayment.

3. Enter your bank account or card details, then proceed with the payment. If you have credits available, they are immediately deducted from the total.

note

Note: All payments are made through a secure payment-processing service. We don’t store your payment details.