Invoicing & Payments

Overview

Invoicing is available in Consulting mode. Create invoices per engagement, send them to clients through the portal, and collect payments via Stripe. Invoicing is hidden in Internal mode since internal teams typically don't bill business units.

Stripe Connect Setup

Before you can collect payments, connect your Stripe account:

1. Go to Settings in your dashboard
2. Click "Connect Stripe Account"
3. Follow the Stripe onboarding flow to verify your identity and bank details
4. Once complete, you can start collecting payments

You only need to do this once. Stripe handles all payment processing, card storage, and payouts to your bank account.

Creating an Invoice

Navigate to the Invoices page or create an invoice from within an engagement:

• Amount:the invoice total in your chosen currency
• Currency:GBP, USD, or EUR
• Description:what the invoice is for
• Client:which client to bill
• Engagement:optionally link to a specific engagement

Sending Invoices

Once created, an invoice starts in "Draft" status. To send it:

1. Review the invoice details
2. Click "Send Invoice"
3. The client receives an email with the invoice details and a "Pay Invoice" button
4. The invoice appears in their portal under the relevant engagement

Payment Flow

When a client clicks "Pay Invoice" (from the email or portal), they're taken to a Stripe Checkout page where they can pay by card. After successful payment:

• The invoice status updates to "Paid" automatically
• The client receives a payment confirmation email
• The payment appears in your Stripe dashboard
• Revenue is reflected in your SecPortal dashboard analytics

Invoice Statuses

Transaction Fees

SecPortal charges a small transaction fee on payments collected through the portal, in addition to Stripe's standard processing fees: