Your billing page

Go to your Billing page from the More section of the top menu. This page consists of the Your to-do list block at the top and the three subtabs:

• Invoices (details below)

• Recurring invoices (see the article for details)

• Payments (read more here ).

Invoices pending payment are placed at the top along with the invoice number and the amount due. Click on any item to view it and pay.

The Invoices subtab shows your invoices grouped by year. To see those paid during a specific year, click the year on the left.

What you’ll see:

• Outstanding balance: The total amount you currently owe.

• Credits available: Any available credits you can use to pay invoices.

• Status:

  • Paid: The invoice has been paid.
  • In Progress: A payment was made but hasn’t cleared yet. This status is common with Stripe payments (e.g., SEPA, Bacs, or credit cards using 3D Secure).
  • Unpaid: No payment has been made.
  • Overdue: The due date has passed and the invoice is still unpaid.

• Total: The full amount originally billed on the invoice.

• Amount paid: How much has already been paid toward this invoice.

• Balance due: The remaining unpaid amount.

• Description: Usually a short note or memo from your preparer.

• Posted: The date the invoice was issued.

• Last paid: The date of the most recent payment made toward the invoice (if any).

To reach the Billing section from your Home screen, tap More in the navigation menu and then Billing.

Invoices that require payment can be found in the Waiting for action section. To view all of them, click on the Load more button.

Below, you will find a section divided into three categories:

• Invoices: Provides a history of paid invoices.

• Recurring: Lists all recurring invoices for regular services you use.

• Payments: Shows a history of payments made.

To pay selected invoices from the Billing page:

1. Go to the Invoices subtab, select the specific invoices you want to pay, then click Pay selected.

Note

You can’t pay several invoices at once if your firm has selected different payment methods for these invoices.

2. Review the information about the invoices you are going to settle. If you have credits , they will be automatically applied.

3. Enter payment details or select a saved payment method, then click Pay invoices to proceed with the payment. 

To pay a single invoice:

1. Tap any invoice listed on the Billing page.

2. Review the invoice details. If you have already paid partially, you’ll see the remaining balance due to pay. Tap Pay invoice.

3. If you need to pay partially, adjust the amount to pay. Otherwise, just select the payment method.  If you have credits available, they can be deducted from the invoice amount. Enter your personal details and your card/bank account details, then proceed with the payment.

To pay multiple invoices at once:

1. Tap Pay all in the top-right corner of the Billing page.

2. Select the invoices you want to pay from the list.

3. Tap Pay to proceed.

You’ll see the total amount for the selected invoices.