On 12 April 2021, we launched our new Online Invoicing portal. As with our previous system, the portal can be used to access your invoices and arrange payment of your fees. The features and services available in the new portal are broadly the same as were available in the old portal. You can find more information here.
Why did we launch a new portal?
The change is part of our wider data strategy to help ensure we are responding to how firms are using new technology and ensuring that our systems are efficient and effective.
How can I access the new portal?
Users will access the new portal using their Connect log in details. Connect is our online system that you can use to submit applications and notifications to us. If you have not previously registered for Connect, we will have created a Connect user account for you (using your email address) so you can access the new online invoicing portal.
Users of the old portal will continue to have access to their firm(s) when they log into the new Online Invoicing portal.
I am an existing portal user logging into the new portal for the first time:
I am registered for Connect/RegData
- Go to the online invoicing login page.
- Enter your Connect username (your email address) and Connect password.
- Enter your security passcode (if the passcode has not been set, you will be required to set it along with your security question/answer).
- On completion, you will be logged into the new portal.
I am not registered for Connect/RegData
- Go to the online invoicing login page.
- Click on “Forgot your Password” and follow the on-screen instructions.
- When setting up your new password, you will be required to set up your passcode and security question and answer
- Log into the portal using your username (your email address) and new password.
- Once these steps 1 – 4 are complete, you will be logged into the new portal.
- Update your personal details using the “My Profile” page.
If you are unsure as to whether you have registered for Connect prior to 31 March 2021, go to the login page, click on “Forgot your Password”, enter your online invoicing username and follow the instructions on the screen.
Points to note
Email communications
Email notifications will be sent from one of the following addresses: [email protected], [email protected], [email protected] or [email protected].
We will continue to issue email notifications to registered users of firms regarding your fees account, e.g. when invoices are raised. Users that currently receive a soft copy of their invoice with their invoice notification will continue to do so.
Unique validation codes
All firms will have new unique validation codes for the new portal. This 12-character code replaces the previously issued 8-character code. The firm’s unique validation code is required when a new user is registering for the portal. Online invoicing users can request the code (it will be emailed to you) from the portal “Home” page. Alternatively, email [email protected] to request it.
Viewing invoices paid prior to 31 March 2021
Users will not be able to view or download invoices paid before 31 March 2021 in the new portal.
Users can, however, view or download a 3-year account statement which summarises all fees transactions and payments up to 31 March 2021. This statement is available on the portal via “Account Activity” page.