Review Invoices
You can use the Client Portal to quickly view the payment invoices sent by your accountant while on the go. Invoices can show information like: the balance due, itemized breakdown of the balance, services rendered, and tax owed.
1. Click the Billing tab.
2. Select an outstanding Invoice.
- You can also view and select from your paid invoices by clicking View paid invoices.
![](https://canopytax.zendesk.com/hc/article_attachments/13356537427227)
3. You can Print or Download an invoice by clicking the associated icon in the top right.
![](https://canopytax.zendesk.com/hc/article_attachments/13356563620891)