Signed into a Client Portal User account and not seeing one or more invoices to pay?
- This is likely due to the client account not being tied to your user. This is an easy fix, simply Link Client Account to your user.
- It could also mean the invoice was already paid by someone else at your company. Have your Billing Contact(s) as recorded by your firm for a payment receipt email. If enabled by your firm, and you're signed into your User Account, you can view all past payments, even those made outside the client portal (i.e. through a check).
- Did you pay by check, or through a Recurring Payment? If so, once reconciled by your firm, it is removed from your client portal as the invoice is now paid.