How can we help?

How to Change Company Billing Type

This tutorial shows how to update the company billing type so invoices and billing behavior match your business model.

Step 1: Access Business Profile

From the left sidebar, click Settings → Business Profile to open your company details page.

Business Profile page under Settings showing company details

Step 2: Locate Billing Type Section

  • Scroll to the Billing Type field where you can see available billing options: Calendar Based, Package Based, Hybrid (Calendar + Package).
  • Select the desired billing type from the dropdown. Choose Calendar Based, Package Based, or Hybrid depending on how you bill clients.
  • Click update to apply changes. The new billing type will take effect for future invoices and billing processes.
Billing Type dropdown with calendar based, package based, and hybrid options

Common Questions

You can choose from three options: Calendar Based, Package Based, or Hybrid (Calendar + Package) depending on how your company manages billing

No, the update only applies to future invoices and billing processes. Existing invoices will remain unchanged.

Go to Settings → Business Profile, scroll to the Billing Type section, select the new option, and click Update to save changes.