Make a payment on Mobile

The billing tab in the Canopy Client Mobile App allows users to view an outstanding balance, manage current and archived invoices, view their payment history, and make a payment towards their balance. To get started, navigate to the Billing tab in the Client Portal app.

1. View all current invoices on the Invoices tab.

  • You can tap an individual Invoice to view and pay that invoice.
  • You can also select the Payment history tab to see a list of all previously made payments.

2. Tap Make a Payment.

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  • If your practitioner has not enrolled in Canopy payments, you will see a dialogue box containing your practitioner's billing information.

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3. Select which invoices you want to pay.

  • If you would like to make a partial payment for an invoice, change the number in that invoice's Amount to pay box.
    • Sometimes, you have to tap and hold in order to edit the Amount to pay box.

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4. Tap Continue.

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5. Select which payment method to use.

  • You can only select from payment methods that are already added to your client portal.

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6. Tap Submit Payment to pay your selected invoices.

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7. Tap Done to close the confirmation screen.

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