# Set up Billing

Choose the Xero organisation, default revenue account, and timing for Job-based invoice drafts.

Source: https://ziffa.io/user-guide/settings/billing

## Before you begin

The firm's Billing add-on must be enabled. You need Billing management access to change this setup. Connect Xero in [Settings → Integrations](https://ziffa.io/user-guide/settings/integrations) first.

**Xero is currently the only connection used to issue invoices.** Ziffa prepares drafts for you to review, then **Issue via Xero** creates the invoice in Xero.

## Billing setup

1. Open **Settings → Billing**.
2. Select **Edit**, or **Configure** if setup is incomplete.
3. Check the fields below.
4. Select **Save changes**. **Cancel** leaves the saved setup unchanged.

### Provider

**Provider** is **Xero**. **Connected** means a connection is available. If it shows **Not connected**, open [Integrations](https://ziffa.io/user-guide/settings/integrations) to connect it.

### Firm's Xero organisation

Choose the organisation that issues your firm's invoices. This is your firm's issuing organisation, rather than a client's Xero organisation. An organisation already linked to a client Entity cannot also be selected here.

Changing the selection reloads its available revenue accounts. Check the account again before saving. The saved summary labels this choice **Issues from**.

### Default Xero revenue account

Choose the revenue account used for invoice lines without a Service account override. The saved summary labels it **Revenue account**.

To override this for a Service, open **Settings → Services**, select **Edit** beside the Service, and open **Service Fees → Xero revenue account**. On a new Service, use **Add Service** and continue to the same step.

**Firm default** uses the account saved here. Selecting a specific account on the Service uses that account for all its invoice lines. For example, bookkeeping and audit can use different revenue accounts on the same invoice. Read [Xero revenue account](https://ziffa.io/user-guide/settings/services#xero-revenue-account) for the effect on drafts and issuing.

### Default deadline lead time (days)

Enter how many days before a mapped Job's due date its invoice draft becomes eligible. The initial default is **30 days**. A [Job Template's Invoice-draft lead time](https://ziffa.io/user-guide/settings/job-templates#set-the-invoice-draft-lead-time) overrides this number when filled in.

For example, a Job due on 30 November with a 30-day lead time can enter a draft from 31 October. The lead time does not move the Job's due date, change frequency billing, or issue the invoice. The saved summary labels it **Draft timing**.

## Check the setup

**Ready** means an issuing organisation and revenue account have been saved. **Needs setup** means one or both are missing. These labels do not prove that an invoice will issue successfully.

Follow [Create and issue bills](https://ziffa.io/user-guide/create-and-issue-bills) to generate a draft. Check its lines, VAT, account codes, and total before issuing.

## Configure each Service

Billing settings provide firm defaults. Open the Service's **Service Fees** step for these choices:

| Setting | Explanation |
| --- | --- |
| **Billing trigger** | [Bill by Service frequency, by a Job, or use no automatic trigger.](https://ziffa.io/user-guide/settings/services#billing-trigger) |
| **Billing starts** | [Choose the first billable month for frequency billing.](https://ziffa.io/user-guide/settings/services#billing-starts) |
| **Xero revenue account** | [Use the firm default or override it for this Service.](https://ziffa.io/user-guide/settings/services#xero-revenue-account) |
| **Default Fee** | [Set the amount and currency offered to a new client.](https://ziffa.io/user-guide/settings/services#default-fee) |
| **Tax Rate** | [Set the default VAT rate.](https://ziffa.io/user-guide/settings/services#tax-rate) |
| **Default line items** | [Split the fee into descriptions, quantities, prices, VAT, and Job mappings.](https://ziffa.io/user-guide/settings/services#default-line-items) |
| **Registered company** | [Choose the legal identity used on proposals.](https://ziffa.io/user-guide/settings/services#registered-company) |

When you add a client and select the Service, its fee and line items appear in **Services & Proposal**. You can change them for that client before saving. Editing catalogue defaults later does not rewrite the fees already agreed with clients.

## Fee adjustments

Select **Open** under **Fee adjustments** to review or prepare changes to existing client fees. The [Adjust client fees](https://ziffa.io/user-guide/fee-adjustments) tutorial covers the preview, notices, start month, skipped fees, and cancellation.