Make a Payment

Once in the portal, you can make a payment with or without a User Account, with a variety of Payment Methods, and make full or partial payments towards one or more invoices for one or more client accounts all at the same time. Lastly, you can make a payment without an invoice as well as setup recurring payments.

Payment Methods

• Credit Card
• Debit Card (May be excluded based on Firm Settings)
• ACH/Bank Transfer

Types of Payments

• Payment to one or more invoice
• Partial Payments
• Payment without an invoice
• AutoPay
• Recurring Payments

Troubleshooting and FAQs

• Do not see Invoice to pay
• Can't download PDF of Invoice
• Failed ACH Payment
• Did not receive a Payment Receipt Email
• Request Refund
• Payment Security Statement