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.

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