You can pay any outstanding invoices to your accountant through the client portal. When an invoice is sent to you, it will be visible in the Billing section of your client portal. If your accountant has enrolled in Canopy Payments, you can make full or partial payments on any invoice directly within the client portal.
If your accountant is not enrolled in Canopy Payments, you can only able to view your invoices in the client portal. If you would like to make payments in the client portal but your accountant has not enrolled in Canopy Payments, contact your accountant.
Make a Payment
1. Log in to your Client Portal and navigate to the Billing section in the left-side column.
2. Select an Invoice to pay. Alternatively, you can click Make a payment.
3. Select each outstanding invoice you wish to apply a payment to by clicking the in-line checkbox.
4. If needed, input a new number into an invoice's provided payment amount box to make a partial payment.
Making an Additional Payment: You can make a payment to your accountant without an invoice. Additional payments are also known as retainers, pre-payments, or payments without an invoice. You use additional payments to pre-pay for a service or make a payment to your account but prefer the accountant to decide where the payment goes.
To make an additional payment, toggle the switch on in the Make a Payment window and enter an amount in the provided field. Please note that this payment is not added to any invoices. It automatically creates a credit on your account.
5. Confirm the Total Payment amount and click Continue.
Don't enter an amount in the Additional Payment field unless you make an additional payment (retainers, pre-payments, etc.).
6. Change the Payment date to change when your payment will be applied to your account.
7. Select a Payment method for your payment.
Your default payment method will be automatically selected and indicated by a star.
You can add a new payment method by clicking Use another payment method.
8. Click Continue.
9. Verify your payment information is correct and click Confirm and pay.
Make an Additional Payment
You can make a payment to your accountant without an invoice. These payments are called additional payments, but you may hear them referred to as retainers, pre-payments, or payments without an invoice. Typically, additional payments would be made when you want to pre-pay for a service, or if you want to make a payment towards your account but would prefer your accountant decide where that payment is allocated. This section will show you how to make an additional payment.
1. Navigate to the Billing section using the navigation bar.
2. Click Make a payment.
3. In the Additional Payment box, enter the amount you want to pay towards your account.
4. Click Continue.
5. Select a payment method to make the payment with.
You can also use another payment method if needed.
6. Click Continue.
7. Verify the payment information and click Confirm and pay.