Making a Payment in the Client Portal App
The Billing tab in the Client Portal app lets clients view outstanding balances, manage invoices, and make or schedule payments, it does not process payments outside of Canopy Payments enrollment.
Required: Your CPA's accounting firm must be enrolled in Canopy Payments.
Why it matters: Pay an invoice the moment it's ready or schedule it for a future date without a back-and-forth with your accountant. Useful when you want to align a payment with a payroll cycle or cash flow window.
Table of Contents
Make a Payment
📝 Note: If your firm is not enrolled in Canopy Payments, your practitioner's contact information will appear instead of the payment flow. Reach out to them directly to arrange payment.
Make an Immediate Payment
Log in to the Client Portal app and tap the Billing tab.
In the Invoices tab, tap Make a Payment.
Select the invoices you want to pay.
To make a partial payment, adjust the amount in the Amount to pay field before continuing.
Tap Continue.
Confirm the Payment Date is set to today.
Tap a saved payment method to select it, or tap Add a Payment Method to add a new one.
Tap Submit Payment.
Review the payment confirmation, then tap Done.
Schedule a Future Payment
Payments can be scheduled up to 90 days in advance.
Log in to the Client Portal app and tap the Billing tab.
In the Invoices tab, tap Make a Payment.
Select the invoices you want to pay.
To make a partial payment, adjust the amount in the Amount to pay field before continuing.
If a selected invoice already has a scheduled payment, a notification appears above the invoice list. Tap the invoice to deselect it if needed.
Tap Continue.
On the Confirm and Pay page, tap the Payment Date field and select a future date.
Tap a saved payment method to select it, or tap Add a Payment Method to add a new one.
Tap Schedule Payment.
Review the payment confirmation, then tap Done.
Add a Payment Method
Skip this section if you already have a saved payment method and don't need to add a new one.
On the Confirm and Pay page, tap Add a Payment Method.
Select Add Credit/Debit Card or ACH Direct Debit.
Enter your payment details and tap Save.
You can also pay using Apple Pay on iOS devices. See How to Use Apple Pay in the Client Portal App for setup instructions.
View and Manage Scheduled Payments
In the Billing tab, tap Payments.
The Payments page shows all paid invoices and scheduled payments, including each scheduled date.
Tap the three-dot icon next to a scheduled payment to view its details.
To cancel the scheduled payment, tap Delete.
This cancels the payment only — the invoice remains open and unpaid.
Troubleshooting
I don't see a Make Payment option.
Confirm your firm is enrolled in Canopy Payments — if they're not, your practitioner's contact information will appear instead.
Contact your accountant to verify your account is set up correctly in Canopy.
My payment method isn't saving.
Tap Add a Payment Method and re-enter your card or bank account details.
Ensure your billing address matches what's on file with your bank.
If the issue persists, contact support.
Summary
This article covers how to make an immediate payment, schedule a future payment, and manage scheduled payments from the Billing tab in the Client Portal app. Once submitted or scheduled, your confirmation will appear on-screen and your invoice status will update accordingly.
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