Pay on Account

Make a single payment toward your total outstanding balance. The system automatically distributes it starting with your oldest invoices.

Prerequisites

Click "Pay on Account"

From the invoice list, click the Pay on Account button located above the invoice grid. This option allows you to pay your balance without selecting individual invoices.

https://holt-stg.clarityclient.com/invoices

Invoices

Pay on Account Pay Invoices
Invoice # Due Date Status Total
INV-2024-0198 02/28/2025 Unpaid $3,450.00
INV-2024-0176 01/15/2025 Unpaid $875.00
INV-2024-0152 12/01/2024 Unpaid $2,100.00

Review Your Outstanding Balance

The Pay on Account dialog opens showing your total outstanding balance and the number of unpaid invoices on your account.

https://holt-stg.clarityclient.com/invoices

Pay on Account

Total Outstanding Balance
$6,425.00
3 Unpaid Invoices

Select Payment Method

Choose from your saved payment methods. Select the one you want to use for this payment.

https://holt-stg.clarityclient.com/invoices

Select Payment Method

VISA
Visa ending in 4242
Expires 12/2026
ACH
ACH - First National Bank
Account ending in 6789
$
Credit Wallet
$500.00 available

Enter Payment Amount

The amount field defaults to your full outstanding balance. You can edit this field to pay a different amount. If you are using the Credit Wallet, the amount will be capped at your available wallet balance.

https://holt-stg.clarityclient.com/invoices

Payment Amount

Outstanding balance: $6,425.00

You may enter a smaller amount to make a partial payment. The system will apply it to your oldest invoices first.

Calculate Surcharge (If Applicable)

If you are paying by credit card, click Calculate Surcharge to see the processing fee added to your payment. ACH and Credit Wallet payments do not have a surcharge.

https://holt-stg.clarityclient.com/invoices

Payment Summary

Payment Amount $6,425.00
Surcharge (3%) $192.75
Total Charge $6,617.75

Submit Payment

Review the summary, then click Submit Payment to process your payment.

Review Payment Breakdown

After the payment is processed, you will see a confirmation showing exactly how the payment was distributed across your invoices. Payments are applied to the oldest invoices first.

https://holt-stg.clarityclient.com/invoices

Payment Successful!

Your payment of $6,617.75 has been processed.

Payment Breakdown

Invoice Age Amount Applied
INV-2024-0152 (oldest) 90+ days $2,100.00
INV-2024-0176 60 days $875.00
INV-2024-0198 30 days $3,450.00
Total Applied $6,425.00
Done
Tip: Pay on Account is ideal when you want to bring your account current with a single payment. The system automatically distributes your payment starting with the oldest invoices, so your most overdue balances are cleared first.

What's Next?