Use this guide to quickly locate and pay invoices in the Broker Portal.

• Open the notification email.

• Click the provided link.

• Log into the Broker Portal.

• You will be taken directly to the this invoice.

• Locate the Invoice panel.

• Click the number next to Open or Past Due to see a list of invoices with that status.

• To view all outstanding invoices, click View Invoices.

• To view a specific invoice, in the grid, click the invoice number.

• Go to the Financials module.

• Select Invoices.

1. Open the invoice using one of the options above.

2. Click Pay Now in the page header.

3. On the Pay Invoices screen, enter:

   • Email for the user managing this payment

   • First and last name of the user managing this payment.

4. If you wish to pay using a previously saved method, simply select the payment option from those listed.

5. When returned to the Pay Invoices screen, click Pay in the lower right to initiate payment.

6. You will be returned to the Invoice screen.

1. Navigate to the Invoices screen (Option 2 or 3 above).

2. Select invoices by checking the box for each row.

   • Use the checkbox beside Date to select/deselect all.

3. Click Pay Selected.

4. Complete the payment process using steps 3–6 from Pay a Single Invoice above.

5. You will be returned to the Invoices screen.

• The invoice statuses changes to Pending. Once payment is received by Stripe from your bank, the status will change to “Paid”.

• Payment details appear in the lower left of each invoice.

• A confirmation email is sent immediately to the email for the broker account.

• A second email is sent once the bank accepts or rejects the transaction.

• Ensure the account email entered matches the one on file for the broker.

• Review invoice numbers before paying.

• If you have saved bank/account information previously, verify that you are selecting the correct information for this invoice.

• Watch for confirmation emails to verify payment success or issues with processing the payment.

If you are setting up your payment method with a specific bank/account for the first time in the Broker Portal, you will need to go through an additional verification process.

1. Enter your bank name in the search field and find it in the search results.

   1. If your bank is found

      1. Select it from the search results; a login modal for your bank will open in the current tab.

      2. Login into the bank via the provided modal and authorize your bank to provide account/routing information to Stripe.

   2. If your bank is not found

      1. Select “Enter bank details manually”; a modal will open.

      2. Type in your bank name, account number, and routing number and save the information.

      3. You will be returned to the payment screen.

2. Once you are returned to the Payment screen you can save this payment method by checking the box below the Bank Account information:

Open

3. Microdeposit verification is required when manually entering bank information. After you click to pay submit the payment, an email will be sent to the email entered on the payment screen, and a link “Action Required” will appear in the lower left of the invoice screen where payment status is displayed. You will need to follow the instructions provided in the email or via the link.