Billing setup
Legal identity, GST status, document numbering and your service catalogue.
For psychologistsUpdated September 19, 20261 min read
- The setup screen
- Services
Setup
- 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.
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