Invoice settings

Money: quotes, invoices, books. Your company, VAT, bank details, numbering, terms and rate card for invoices.

Open Invoice settings from the Invoices page. Changes apply to drafts and future documents. Issued invoices keep the details they were issued with.

What you set

Your company: legal name, registration number, address, email and phone. Printed on every document and frozen into it when it is issued.
VAT: tick "VAT registered", and enter your VAT number and the VAT rate. Registered documents say "Tax Invoice"; unregistered ones say "Invoice" and charge no VAT.
Bank details: bank, account name, account number and branch code. Use the business account. They are printed under "Payment details", with the invoice number as the reference.
Numbering and terms: the invoice, credit note and quote prefixes, payment terms in days, and a footer. Numbers run without gaps, one series per year, for example RC-INV-2026-001.

Rate card

The rate card sets the hourly rates used when unbilled time becomes invoice lines:

Human: your own hand-entered billable time.
Supervised AI: Claude sessions where a person directed the AI.
Agent: AI working on its own.

There is also a traditional-build rate, used for the value anchor when pricing quotes.

These are the defaults for time lines. A client can override the supervised and agent rates in its billing details on Clients, and a client's default rate is its human rate.