Billing and payments

The Billing area is where you see what you owe, pay invoices online, and save the card or bank account you want to use for future payments. Open Billing from the sidebar.

What you’ll see

The page is built in three layers, top to bottom:

• Payment methods card at the very top — a one-click jump to manage your saved cards and bank accounts
• Balance hero — your total outstanding balance, with a big Pay button when you owe something
• Invoices — outstanding ones first (large cards), then a Paid recently list underneath

[Screenshot: Billing page with balance hero on top and outstanding invoice cards below]

If you’ve never received an invoice, the page shows “No invoices yet” — your accountant hasn’t sent one to you yet.

How to pay an invoice

You can pay from the balance hero or from an individual invoice card.

1. Click Pay on the balance hero (pays the largest outstanding invoice first) or Pay on any individual invoice card.
2. Choose the amount. A toggle at the top lets you pay the Full balance or a Partial amount. If you choose Partial, type the amount in dollars.
3. Pick a payment method. Saved bank accounts and cards are listed, with bank accounts at the top.
4. Review the breakdown. You’ll see the payment amount, the processing fee (if any), and the total charge.
5. Click Pay $X. The button label always shows the exact total you’re about to be charged.

[Screenshot: Pay invoice dialog with amount toggle, payment method list, and fee breakdown]

When the payment goes through, the dialog shows a green “Payment successful” message and the invoice flips to Paid in the list behind it.

Bank account vs card fees

Saved payment methods carry a small chip next to them so you can see the fee at a glance:

The fee is shown in the breakdown before you confirm, so there’s no surprise charge.

Bank account payments settle in 1–3 business days. Card payments are processed right away.

Saving a payment method

Click Payment methods at the top of the Billing page (or the Add new link inside the pay dialog) to add a card or bank account.

Adding a bank account

1. Click Add payment method.
2. Choose Bank account.
3. Sign in to your bank through the secure connection window.
4. Pick the account you want to use.
5. The account is saved and ready to use the next time you pay.

This connection is handled by Stripe, the same service most online businesses use to accept payments. Your bank credentials never reach Assure Pro or your accountant.

[Screenshot: Add payment method dialog with Bank account and Card options]

Adding a card

1. Click Add payment method.
2. Choose Card.
3. Type your card number, expiration, and security code.
4. Click Save.

The card is saved as a secure token — Assure Pro never sees the full card number after you save it.

Managing saved payment methods

The Payment methods page lists everything you’ve saved, with the default at the top. For any method, you can:

• Set as default — the default is preselected the next time you pay
• Remove — deletes the method from your account

A confirmation prompt appears before removing, so a single click won’t wipe out a saved card by accident.

[Screenshot: Payment methods page with two saved methods, one with the Default badge]

Paying part of an invoice

When you choose Partial in the pay dialog, the amount input opens. Type any amount between $0.01 and the full balance. The breakdown updates as you type so you can see the running total and fee.

This is handy when you want to split a large invoice across two paychecks, or pay off a portion now and the rest later.

Receipts and history

You’ll get an emailed receipt as soon as a payment is processed. Bank-account receipts arrive after the payment clears (a few business days); card receipts arrive right away.

The Paid recently list at the bottom of the Billing page shows your last 10 paid invoices. Click any row to open the full invoice and view line items, payment history, or download a PDF copy for your records.

Opening an individual invoice

Click any invoice in the list to open its full detail page. You’ll see:

• The line items your accountant billed for, with descriptions and amounts
• The status (Sent, Viewed, Partially paid, Paid, or Overdue)
• The due date and how it was paid (if it has been)
• A Download PDF button for your records

If the invoice is still open, you can pay it from this page using the same dialog as the main Billing view.

Troubleshooting

”Access restricted” appears instead of the Billing page

Your account has a limited role that doesn’t include billing — usually because you’re set up as a signer-only contact. Ask your accountant to update your access if you need to pay invoices.

A payment is declined

The dialog will show the reason the card or bank account refused the charge — usually insufficient funds, an expired card, or a bank flag for an unusual transaction. Try a different saved method, or add a new one and try again.

If the same method keeps failing, contact your bank first — most declines are resolved on their side, not in Assure Pro.

An extra-security step appears mid-payment

Some cards trigger an extra verification step (a code sent to your phone, or a tap in your bank’s app). Follow the prompt that appears — once you confirm, the payment continues right where it left off.

A payment cleared but the invoice still shows “Partially paid”

This is normal for the first minute or two after a card payment. The page refreshes automatically. If the invoice still hasn’t updated after a few minutes, refresh the page or message your accountant.

What’s next

• Messages — ask your accountant a question about a charge or fee
• Account settings — choose whether to get email reminders about due invoices