How to Access and Pay an Open Invoice in Client Portal

From the Navigation Bar select Client iQ and search for the client profile you want to access to.

Select the Client Portal

On the Dashboard, you’ll have the option to check the client’s recent invoices at the bottom of the page or view the invoice history. 

To pay an invoice from the Recent Invoices, just click on the Pay Now button.

Confirm the amount, and if there is no card added already, select Use New Card

Add the card details, and then click Submit

To pay an invoice from the Open Invoices section select the View Or Pay An Invoice button. 

Click the Pay Now button of the invoice you want to pay, and repeat the process described above. 

More categories

2024 Powered by Therapy iQ