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This article applies to:

  • Product: Accounting CS,Account management,Engagement Manager,FileCabinet CS,Fixed Assets CS,GoFileRoom,GoSystem Tax RS,NetClient CS,Planner CS,Practice CS,UltraTax CS,Virtual Office CS,Workpapers CS
  • Subject: Invoices,Payments

Review and pay invoices

You'll need Admin permissions to pay or review invoices in the Self-Service Portal.

Review invoices

  1. Sign in to the Self-Service Portal.
  2. Select
    Billing
    .
  3. Select the
    Invoice Number
     to show the details of your order.
    note
    • Order Details:
       applications and services, version, quantity, expiration date, and amount paid.
    • Payment Details:
       invoice date, payment date, payment method, and amounts.
    • Financed orders:
       order date, description, payment due date, and amount. 
      Payment Details
       update after each payment.

Pay invoices

tip
You always have the option to pay your balance at any time.
  1. Sign in to the Self-Service Portal.
  2. Select
    Billing
    .
  3. Mark the checkbox for each invoice.
    note
    Invoices with payment due show in red.
    • You can select
      View Invoice
       to show the full invoice.
    • You can select
      View Payment Schedule
       for more information on a financed order.
  4. Select
    Pay Amount
    .
  5. Select your method of payment.
  6. Select
    next
     and then
    pay
    .