This section contains frequently asked billing questions.
Do clients have to be in the portal to make payments?
For a client to make a payment on their own, they need to be logged in to the client portal or access the link in their email for Quick Pay.
Additionally, Canopy users may accept payments on their client's behalf.
How long do payments take to be deposited into a user's bank account?
Generally, it takes 3-5 business days for funds to be deposited into a user's account.
How do I know when my payments application has been accepted?
The status of pending payments applications can be viewed in your company settings under the billing tab.
Can I turn off credit card processing and only accept ACH payments?
Yes. Accepted payment methods can be adjusted in the Payments settings tab. Navigate to Settings > Billing settings > Payments to toggle on or off specific payment methods.
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