As a client, you can easily manage billing info on your client profile from either your desktop or mobile device using the Client Portal or Achieve Client App.
Key tips before you begin
When no default payment method is selected, the most recent credit card or ACH payment method saved to a client profile will be used for automatic billing.
You can only add a credit card or ACH information to a linked profile if you switch to the linked profile.
Clients can't delete ACH billing information, only staff members can do this.
Browser - Client Portal
View your billing information
To view your billing information in the Client Portal:
Click My Profile.
Click Billing.
View your balance history and statements
The Balance History & Statements page shows an itemized ledger of all your account activity and a history of generated statements.
To open the Balance History & Statements page:
Under Account Balance, click View Balance History & Statements.
From here, you can:
View your Balance history or Statement history by selecting the tabs at the top of the page.
Make a payment towards your account balance by clicking Make a payment.
Make a payment or add to your account balance
To make a payment or add funds to your account balance on the Client Portal, follow these steps:
Under Account Balance, click Make a payment.
Under Account Payment, enter the amount you want to add to your account balance.
Select a payment method:
To pay with a new debit or credit card, click Add new and enter the necessary billing information.
If you select multiple payment methods, the payment will be split equally between the different methods, but you can adjust the amounts by entering a custom value under Payment Amount for each method.
Click Complete.
Redeem a gift card
To redeem a gift card on the Client Portal, follow these steps:
Under Gift Card Redemption, enter the code.
Click Redeem.
Add a credit card
To add a credit card in the Client Portal, follow these steps:
Under Saved Credit Cards, click Add Credit Card.
Enter your credit card information and billing details in the appropriate fields.
Select Set as default payment method to make this your default payment method.
Click Save.
Set a default credit card
To set a default credit card in the Client Portal:
Under Saved Credit Cards, click the options menu next to the card you want to set as default.
Click Set as default.
Remove a credit card
To remove a credit card in the Client Portal:
Under Saved Credit Cards, click the options menu next to the card you want to remove.
Click Remove.
If the card is your default payment method, select a new default card before the removal can continue.
Click Remove to confirm.
Add an ACH account
To add an ACH account in the Client Portal, follow these steps:
Under Saved ACH accounts, click Add ACH account.
Enter your ACH account information and billing details in the appropriate fields.
Select Set as default payment method to make this your default payment method.
Click Save.
Mobile - Achieve Client App
View your billing information
To view your billing information in the Achieve Client App:
Tap the My Profile tab.
Tap Billing.
Make a payment or add to your account balance
To make a payment or add funds to your account balance on the Achieve Client App, follow these steps:
Under Current Balance, tap Make a Payment.
Enter the amount you want to pay towards your account balance in the Account Payment field.
Select a payment method:
To pay with a new debit or credit card, click Add new and enter the necessary billing information.
If you select multiple payment methods, the payment will be split equally between the different methods, but you can adjust the amounts by entering a custom value under Payment Amount for each method.
Click Complete.
Redeem a gift card
To redeem a gift card on the Achieve Client App, follow these steps:
Under Gift Card Redemption, enter the code.
Tap Apply.
Add a credit card
To add a credit card in the Achieve Client App, follow these steps:
Under Credit Cards, tap Add Credit Card.
Enter your credit card information and billing details in the appropriate fields.
Tap Save.
Set a default credit card
To set a default credit card in the Achieve Client App:
Under Credit Cards, tap the options icon next to the card you want to set as default.
Tap Set as default.
Remove a credit card
To remove a credit card in the Achieve Client App:
Under Credit Cards, tap the options icon next to the card you want to remove.
Tap Remove.
If the card is your default payment method, select a new default card before the removal can continue.
Tap Remove to confirm.
Add an ACH account
To add an ACH account in the Achieve Client App, follow these steps:
Under ACH Accounts, tap Add New ACH Account.
Enter your ACH account information and billing details in the appropriate fields.
Tap Save.