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Firm Billing Settings

Billing settings control how invoices look and what defaults are used across your firm.

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Accessing settings

Go to Settings → Billing to configure your firm’s billing defaults.

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What you can configure

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Firm details (for invoices)

  • Firm name and address
  • VAT registration number
  • Contact email/phone

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Invoice settings

  • Invoice prefix: The prefix for your invoice numbers (e.g. ARK)
  • Payment terms: Default number of days for payment (e.g. 30 days)
  • VAT rate: Default VAT percentage applied to line items

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Service catalogue

The service catalogue is a list of reusable line item templates. Instead of typing the same descriptions and prices every time, you can select from your catalogue when adding line items to a billing stage. Examples:
  • “Site Survey — €250”
  • “Drafting of Existing Plans — €500”
  • “PA Application Fee — €150”
To manage your catalogue:
  1. Go to Settings → Billing → Service Catalogue
  2. Add, edit, or remove items
  3. These appear as quick-add options when creating line items in any project
Keep your service catalogue up to date with your current pricing. It saves time and ensures consistency across projects.