Review Invoices

The Client Portal can be used to quickly view the payment invoices sent by your accountant while on the go. Depending on what your accountant includes, your invoices can show how much you owe, an itemized breakdown of your balance.

1. Click the Billing tab.

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2. Select an outstanding Invoice.

  • You can also view and select from your paid invoices by clicking View paid invoices.

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3. You can Print or Download an invoice by clicking the associated icon in the top-right.

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