Settings & Billing

The Settings page is your central hub for configuring your Harbory workspace. Access it from the sidebar to manage payments, your portal, and notification preferences.

Stripe Connect

Harbory uses Stripe Connect to handle all payment processing. Connecting your Stripe account is required to accept payments from clients.

Connecting Stripe

1. Navigate to Settings
2. Click Connect Stripe Account
3. Complete the Stripe onboarding process
4. Once connected, you'll see:
   • A green Connected indicator
   • A link to your Stripe Dashboard for managing payments, refunds, and payouts

Stripe Dashboard

After connecting, you can access your Stripe Dashboard directly from Settings. The dashboard allows you to:

• View all payments and transactions
• Issue refunds
• Manage payouts to your bank account
• View detailed financial reports

Portal Link

Your portal link is the URL where clients can access your branded storefront. It's displayed in Settings with a one-click copy button.

The portal URL follows this format:

your-domain.com/portal/your-organization-slug

Share this link on your website, in emails, or anywhere you want clients to discover your services.

Notification Preferences

Control which events trigger notifications for your account. Toggle each notification type on or off:

Notification	Description
Subscription signups	When a client purchases or subscribes to a service
New requests	When a client submits a new request through the portal
Team updates	When a team member posts an update on a request
Comments	When someone comments on an update in a discussion thread

All notifications appear in your notification feed on the Home page. Each notification shows:

• A descriptive title
• A subtitle with additional context
• A color-coded badge indicating the notification type
• A relative timestamp
• An unread indicator dot for new notifications

Billing & Payment Flow

Here's how the billing flow works end-to-end:

1. You create a service with a price and billing type
2. A client visits your portal and selects a service
3. The client is redirected to Stripe Checkout to complete payment
4. Stripe processes the payment and creates the subscription or charge
5. A project is automatically created in your workspace
6. The client can view their invoices in the portal
7. You can manage payments and payouts from the Stripe Dashboard

One-Time vs. Recurring

• One-time payments create a single charge. The project remains active after payment.
• Recurring subscriptions (bi-weekly, monthly, yearly) automatically charge the client on a schedule. Cancellations can be managed through Stripe.