Billing Settings

Configure how billing works for your firm:

• Default VAT rate — applies to all professional fees unless overridden

• Default payment terms — e.g. 30 days from invoice date

• Invoice number format — auto-increment prefix and format

• Rate cards — hourly rates by billing grade (Grade A, B, C, D, etc. per the Law Society guidelines)

To set up rate cards:

1. Go to Settings → Rate Cards.

2. Set the hourly rate for each billing grade.

3. These rates auto-populate on new time entries based on the fee earner's grade.