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DocsBillingBilling setup

Billing setup

Legal identity, GST status, document numbering and your service catalogue.

For psychologistsUpdated September 19, 20261 min read
  • The setup screen
  • Services

On this page

  • Setup
  • Your service catalogue

Setup

Billing settings
  • Legal name, address and GST registration status
  • Signatory name
  • Document number prefixes (invoice, receipt, credit note and more)
  • Payment instructions shown on documents

Your service catalogue

Each service has a versioned fee, a public description, a tax treatment and, where relevant, cancellation and no-show fees. Issued documents keep a snapshot of the version used, so a later price change never rewrites an old invoice.

Related guides

  • The first-run setup wizard
PreviousHow billing worksNext Invoices and documents

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  • Your service catalogue

Practice management for psychologists, with appointments, assessments, consultation records and patient follow-up in one workspace.

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