How Do I Pay an Invoice Without a Payment Portal Account?

You can pay an invoice without a payment portal account. You will need your client number and invoice number as seen on the invoice in order to pay the invoice. Please follow the steps below to do so.

Steps to pay an invoice without a payment portal account:

  1. The invoice emailed to you from the firm will have a link to "Pay Invoice", select this to access the payment portal. 
  2. Alternatively, you may go to your firm’s website and select to view the payment portal from their site.
  3. Once selected, you will see options to sign in, create an account, and pay an invoice without an account. 
  4. Choose to "Pay Invoice Without an Account".
  5. Enter your client number AND invoice number as seen from your invoice or provided to you by the firm. If no invoices have been received yet, leave the invoice number blank.
  6. Click submit.
  7. From here you will see all unpaid invoices associated with that account.
  8. Enter your payment method (credit card, debit card, or bank transfer). Click Here for more information about adding a payment method. 
  9. Enter one or more email addresses to receive a copy of the receipt of payment.
  10. Submit the payment.