Invoicing
Submit and approve,
every week.
Two secure, password-protected doors — one for consultants submitting invoices, one for clients approving them. Bookmark this page; you'll be back every week.
For Consultants
Submit an Invoice
Submit your invoice through your CFA portal. Once you submit, it's automatically routed to your client for approval and sign-off.
- Enter your billable time as you work
- Invoices for weeks ending Friday are due the following Monday by 12:00 PM EST
- You're emailed the moment your invoice is approved or rejected
- Password-protected — sign in with your portal credentials
For Clients
Approve Invoices
Review and approve — or reject — your consultant's submitted invoice in the CFA approver portal. Prompt sign-off keeps billing and payments on schedule.
- Review each consultant's submitted invoice
- Approve, or reject with a comment for a quick correction
- You're notified the moment an invoice is submitted
- Password-protected — sign in with your approver credentials
Trouble signing in? Use the Forgot Password link on either portal, or call (212) 532-4360. New consultants: your login and invoicing link are in your onboarding email.