Help Doc

How do I get a receipt for a payment made?

  1. Log in to your client portal
  2. Navigate to Invoices
  3. Select “Invoice List”
  4. Select the paid invoice you want a receipt for, and then select the download option in the upper right-hand corner.

If you’re having trouble, just reach out to us directly by submitting a support ticket, and we’ll help you update your information.

Still Feel stuck??

There’s no tech shame here. Send a support request, and I’ll take a look or walk you through it so you know how to handle it next time.