Billing Settings
Billing Settings is where you configure workspace-wide billing defaults, including your billing address, payment terms, invoice numbering, and currency. Updating these values ensures new invoices and time entries reflect your firm's standard billing information automatically. All fields are optional, but completing them reduces repetitive data entry later.
To update your billing defaults:
Go to Settings.
Click the Billing tab.
Update the relevant fields: Payment Methods, Default Invoice Due Date, Trust Auto-Replenishment, Invoice Reminder Settings
Click Save.
Your changes take effect immediately for all new invoices.
Note: These settings apply as defaults across your workspace. Individual cases can override billing settings where applicable.
Tip: Set your payment terms here so every new invoice reflects your firm's standard terms without manual adjustment.
Related: Set a Default Hourly Rate · Create an Invoice · Log a Time Entry