Paying an invoice

Your accountant's invoices appear in your portal with a way to pay them. No cheque, no calling the office to read out a card number.

Where to look

Sign in and open Invoices. Each shows the Amount due and when it's due — including Due today and Upcoming.

Paying

Open the invoice and choose to pay. Two ways:

Card — enter your card details on the payment page.

Bank transfer — pay directly from Personal checking, Personal savings, Business checking, or Business savings.

If the amount differs between the two methods, the payment page shows what you'll be charged before you confirm.

Your card and bank details are entered on a secure payment page. Your accountant never sees or stores them.

Autopay

Autopay pays future invoices automatically when they're issued, so you never miss a due date.

Worth considering if you're on a monthly arrangement and would rather not think about it. You can turn it off at any time, and you still receive every invoice.

If you'd rather review each one before paying, don't enrol. Neither choice is wrong.

Receipts

Once paid, the invoice shows Total charged and a receipt is available. Invoices can be downloaded as a PDF for your own records.

Documents locked behind payment

Some accountants release finished work once the invoice is settled. Those documents show Locked · payment required before download.

Once the payment goes through, the document unlocks on its own. It can take a moment — you don't need to do anything or contact anyone.

If a payment fails

The usual causes are an expired card, a daily bank limit, or a bank blocking an unfamiliar payment. Try the other method, or call your bank.

If it keeps failing, tell your accountant. They can see the invoice is unpaid but not why your bank declined it.

Notes

• You only see your own invoices.
• Paying online records against your account immediately.
• Bank payments can take a few days to clear, and the invoice shows as paid once they do.