Make a Payment on Mobile
The Client Portal App billing tab allows clients to:
- Review outstanding balances
- Manage current invoices
- View payment history
- Make payments toward balances
1. In the Client Portal app, navigate to the Billing section to see your outstanding balance and current invoices.
2. Tap Make a payment.
- Tap an individual Invoice to view and pay that invoice.
- Select the Payments tab to see a list of all previously made payments.
- If the firm is not enrolled in Canopy payments, your practitioner's billing information pops up. Contact them directly to make a payment.
3. Select which invoices you want to pay.
- To make a partial payment for an invoice, change the number in that invoice's Amount to pay box.
4. Tap Continue.
5. Select which payment method to use.
- You can also add other payment methods (credit cards or ACH).