Invoicing and Collection: Frequently Asked Questions (FAQs)
Clients can find FAQs (updated regularly) under the following topics:
- Payment Portal - Invoices
- Payment Portal - Client Access
- Payment Portal - Payments and Payment History
- Collections Portal
What exactly is the EisnerAmper Payment Portal?
At EisnerAmper, we’re always working to enhance our technology platforms to provide you with the best possible experience. The EisnerAmper Payment Portal is a new way to easily and securely pay your invoices, access valuable account information, and more &- all with just a few clicks.
Why should I sign up for the payment portal?
By registering for our Payment Portal, you’ll be able to:
- Make payments via ACH, credit card or debit card
- View your balance and account history
- Review and download your invoices
- Securely store payment information
- Schedule automatic payments
- Communicate with us
How can I access the EisnerAmper Payment Portal?
Go to: RadiusOne. We suggest that you bookmark the page for easy access.
What if I forget my login/password?
You can reset your login/password by either:
- Selecting ‘Forgot your User ID’ or ‘Forgot your password’ and following the instructions.
- Contacting us directly at 1-833-993-2758 or AR@eisneramper.com.
Can an EisnerAmper practitioner login to a client portal on my behalf?
No.
Can I see opened and closed invoices on the EisnerAmper Payment Portal?
Yes.
As of what date will invoice copies be available on the EisnerAmper Payment Portal?
August 1, 2023.
How long will closed invoices be available on the EisnerAmper Payment Portal?
Two years.
What if I don't agree with the invoice (amount or details)?
Clients can reach out to a member of their EisnerAmper engagement team or create an inquiry in the payment portal.
What are my payment options?
You have several options via the Payment Portal:
- Payment via ACH (Preferred)
- Payment via debit card
- Payment via credit card
Can I pay by check or wire?
Yes, you may continue to pay by check or wire in the same way you do today. These methods are available outside the portal from your bank directly.
Can I make advance payments or payments without an invoice?
Yes. Select ‘Payment on Account’ on the Payment Portal.
Can I set up recurring payments and/or scheduled payments?
Yes. The option to set up recurring payments or scheduled payments is located on the Payments screen.
How long after receiving payment will the invoice remain open on the client portal, if not paid through the portal?
If paid through the portal, it will be closed the next business day. If not paid through the portal and you provide proper remittance, it will be closed in the next two to three business days.
Can I view my payment history?
Yes.
If I use a credit card to pay an invoice, will I pay a fee?
Yes, a 2.9% surcharge is applicable.
How do I sign-up for the Payment Portal?
Register your account here.
Where is my Client Number and invoice number?
You can find your Client Number on your invoice or statement.
Can I register more than one account to a single login/email address?
Yes. To do so, register one of your accounts, then click on “Not enrolled? Sign up now” and register each additional client number to the same email address. You’ll need a client number and invoice number for each account you wish to register.
Can I access all of my accounts using one login?
Yes, you can. If you have many accounts that share a login, you may contact us to link your accounts (so you won’t need to repeat registration).
Can I pay all my accounts using one checking account or credit/debit card?
Yes. Select the same payment method for each invoice. Note: Each client number requires a separate payment. We cannot combine payments for multiple client numbers in one payment.
Can I schedule my payment?
Yes. You may set up an automatic payment rule.
What is an automatic payment rule?
Payment rules can be set up for an account to automatically pay invoices on the due date. You can pay your full balance or one invoice, based on the rules you set up.
How do I set up or stop an automatic payment rule?
Log into the Payment Portal, click ‘Manage AutoPay,’ and follow the directions.
How do I confirm that my payment has been made?
You will receive an email payment confirmation.
How do I update my credit or debit card information?
Log into the Payment Portal, click ‘Manage Account,’ and select ‘Manage Credit Cards” or ‘Manage Debit Cards.’
What happens if my ACH payment fails or is rejected by my financial institution?
If your electronic ACH payment fails, you will be notified via email.
Can I update contact information through the EA Payment Portal?
Yes. Log into the EA Payment Portal, select ‘Manage Account,’ and click ‘Manage Contacts.’
How do I get a copy of my invoice?
Log into the EA Payment Portal, click the ‘Open or Closed Invoices’ tabs, select the check box you need to review, and click ‘View Invoice.’
How can I communicate with EisnerAmper?
You can either:
- Contact us at AR@eisneramper.com or 1-833-993-2758.
- Log into the EA Payment Portal, select ‘Open or Closed Invoices’ tab, select the ‘Inquiry’ button, and fill in the form that opens.