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View your payment history

Written by Avery Simmons

Updated at October 26th, 2021

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Table of contents

    You can view your payment history on the billing tab of the Client Portal. To get started, log into your client portal.

    1. Click Billing on the navigation column.

    Note:

    if your practitioner is not enrolled in Canopy Payments, this tab is for viewing invoices and payment history only.

    2. Click Payment history. 

    3. Click on a Payment to view its receipt.

    • The invoice number is displayed in the top-right corner of each payment tile.
    • The payment date can be viewed beneath each payment amount.

    4. Print or Download the payment receipt by clicking on the corresponding icon.

    5. Click Back to return to the Payment History page.

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