Client portal
Pay balances, manage cards and download invoices
Find client finance controls and distinguish payment summaries from tax forms.
For clients1 min read
Review the selected client’s finances
Open Finances to review invoices, balances and payment history. Check the client/child and instructor before downloading or paying. Make a Payment leads to the applicable balance/invoice payment flow; any eligible referral-credit use is reviewed with the payment.
Card and invoice actions
- Choose the invoice/balance you intend to pay and review the amount.
- Complete the offered checkout and confirm the final payment state.
- Use the card-management action to add or update a card for the appropriate instructor account.
- Download individual invoices for your records.
- Choose the relevant year/range for an available annual payment summary.
A summary is not a statutory form
An annual payment summary documents recorded payments. It is not automatically a government tax form or tax advice. Ask a qualified adviser which expenses or official documents apply to your circumstances. A saved card is also not proof that an outstanding invoice has been charged.