Profile

Master provider information, billing terms, and fee defaults.

Professional Profile

Used automatically on invoice exports.

NameCredentialsSpecialtyPracticeEmailPhoneBusiness address

Automatically applied when you create a new invoice.

Payment terms

days

What this controls

Invoice due date = invoice date + payment terms.

Medical Evaluation / eachMedical Record Review / hourDeposition / hourTrial / half day

These values become the starting point, not a locked fee schedule.

Invoice headerName, credentials, practice, address, phone, and email flow to PDF/Word exports.

Due dateNew invoices automatically calculate the due date from your payment terms.

RatesMedical Evaluation, Record Review, Deposition, and Trial quick-add items use your saved defaults.

Overrides allowedYou can still change quantity, unit, rate, note, or due date on any individual invoice.