Overview 

This category controls firm-wide billing behaviour and time recording standards.

It defines how invoices are issued, approved, timed, and priced across the system.

Billing Settings Included

• Auto Approve Invoices for Receipt
• Billing Defaults
• Default Due Date Days (Invoice Payment Terms)
• Minutes per Unit (Time Unit Recording)
• Billing Grades
• Billing Rates
• Matter Billing Defaults
• Payment Service Provider (only visible if online payments activated)

Some settings have dedicated guides due to complexity. Where applicable, links are included in each section.

Auto Approve Invoices for Receipt

This setting controls whether invoices are automatically marked as Approved for Receipt. 

Behaviour 

Key Use Case

• Primarily used for trust-to-office and bulk transfer workflows. 
• If disabled, invoices will NOT appear in transfer-ready lists until manually approved.

Billing Defaults

This section controls default invoice behaviour across the system.

Includes

• Invoice Payment Terms
• Time Recording Units

Invoice Payment Terms

How to Configure

1. Go to Billing Defaults
2. Update Default Due Date
3. Click Save

Controls default invoice payment timing across all invoices.

Time Recording Units

Defines how time is converted into billing units.

How to Configure

1. Navigate to Minutes per Unit
2. Set required time unit (e.g. 6 min, 10 min, etc.)
3. Click Save

Controls how time entries are standardised for billing.

Billing Grades

Billing Grades define structured billing levels within a firm.

How it works

• Billing Grades can represent levels of seniority or classification
• Each grade is assigned a billing rate
• Time recorded inherits the rate linked to that grade

Key Behaviour

• Time entries are billed using the assigned grade rate
• Enables structured pricing across staff groups

Click here for Setting up Billing Grades   

Billing Rates  

Billing Rates define monetary values used for billing time and itemised entries.

Definitions:

• Hourly Rate → Used for timed entries
• Unit Rate → Used for itemised entries
• Rate Set → Collection of billing rates

Click here for Setting up Billing Rates   

Best Practice & Tips

To ensure accurate and consistent billing configuration:

• Always confirm changes with your Accountant or Practice Manager
• Use Billing Grades to standardise and simplify rate management
• Ensure time recording units match firm-wide expectations
• Maintain consistent billing rates to avoid discrepancies
• Review billing settings regularly to ensure alignment with firm processes