Dedicated CPA
Billing and payments

Pay an invoice

Pay an invoice in a few taps with a saved card or a new one.

  1. Step 1: Open Billing

    Tap the Billing tab. Invoices opens first.

    The top card shows what is due now. Below it is your list of invoices.

    Billing tab showing Due now $875.00, a gold Choose what to pay button and the invoice list
    Billing: what is due now and your invoices.

  2. Step 2: Tap Pay

    Tap Pay on the invoice you want to pay.

    If more than one invoice is due, the gold button says Choose what to pay. Pick one invoice at a time.

  3. Step 3: Choose how to pay

    The Pay invoice window opens. Under Pay with, tap a saved card, or Use a new card.

    Tap the gold Pay button. It shows the amount.

    Pay invoice window with saved cards ending 1881 and 3007, Use a new card, and a Pay $450 button
    Pick a card, then tap Pay.

  4. Step 4: Wait for the confirmation

    You will see Processing your payment. Sometimes it says Confirming your payment. This can take up to a minute, so keep the screen open.

    When it is done you see Paid. Your receipt comes by email.

  5. Step 5: See an invoice's details

    Tap the invoice number (not the button) to see its date, due date, what was paid so far and the balance.

    Invoice page showing Payment due $450.00, invoice date, due date, paid so far and balance due
    An invoice page.

Good to know

  • The portal pays the full balance. To pay part of an invoice, call the office.
  • You can pay an invoice on or after its date. Before then it says, for example, "Pay from Nov 1".
  • "Charged automatically" means it will be charged to your card on file. Nothing to do.
  • If you see "Payment received", we have it. Please don't pay again.
  • Declined? Pick another card and try again. A declined payment is not charged.
  • Card details go straight to our payment processor. We never keep the full number.

Screens show a sample account with made-up details.

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