How to pay an Invoice

Paying your invoice is incredibly easy! 

You can choose either of the following options:

• Pay Invoice without user account
• Pay signed into a user account

You can access the client portal in a few ways:

• Click the Pay Invoice(s) button in your invoice or statement email

When you click the "Pay Invoice" button from within your email, you are navigated directly to the Client Portal with your invoice(s) automatically pulled up. Proceed with using your desired Payment Method, agree to terms of service, and click Submit. You, or your Billing Contact if paying as guest, will receive a Payment Receipt, in addition to your firm receiving notification. 

That's it! Of course there's more you can do once you log in or create a Client Portal User Account, visit the link for more information.

• Visit your firm's website to access the Client Portal Sign In Page

You can Sign In, Create a new user account, or Pay Invoice(s) without a user account. Once into the portal, you can choose to view all Invoices, view and pay a single invoice, or select multiple invoices to add them to your payment summary on the right side of the screen. Proceed with entering your desired Payment Method, and click Pay. You, or your Billing Contact if paying as guest, will receive a Payment Receipt, in addition to your firm receiving notification.

Additional Resources:

• Client Portal Introduction (full demo video!)
• Pay Invoice without user account
• Client Information
• Make a Payment