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Give each office its own billing identity
Let an office issue invoices, quotes and purchase orders under its own legal name, ABN and logo, falling back to the organisation wherever a detail is left blank.
What you'll achieve
Set up a billing profile so an office's documents print under its own legal identity instead of the organisation's, and understand why that identity never changes after the fact.
You'll end up with: An office with its own legal name, ABN, address and payment details where they differ from the organisation, and every document raised against it correctly stamped with that identity for good.
Before you start
Nothing about a billing identity is all-or-nothing
An office's billing profile is a short list of document-facing details: a logo, legal name, ABN, phone, business address, email, website and payment details. Every one of them falls back to the organisation independently. An office can differ from Northlight Architects in nothing at all, in only its ABN, or in every field, whatever actually matches how the studio trades. There's no toggle that switches the whole profile on or off; leave a field blank and that one field alone inherits the organisation's value, the rest of the profile is unaffected.
Sydney Office trades under its own registered entity with its own ABN, but shares Northlight's logo and head-office phone number. That's the profile below: two fields filled in, everything else left blank on purpose.
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On the Offices tab in Settings, click Edit on Sydney Office. Editing an existing office is what reveals its Billing profile section; a brand-new office only asks for a name and code.
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Enter the Legal name and ABN for Sydney's own entity.
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Leave Phone, Business address, Email, Website and Payment details blank, so they keep inheriting Northlight's organisation-wide values.
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Click Save changes.
Each field's placeholder reads the organisation value it'll fall back to, Falls back to organization: Northlight Architects, for instance, so you can see exactly what an empty field resolves to before you save.
Documents remember the office they were raised for, permanently
The moment an invoice, quote or purchase order is created, Monument stamps it with an office, its project's own office by default. With more than one office active, the create screen also shows an Office picker defaulting to that same value, so you can raise a document under a different studio than its project when that's genuinely what happened, without that choice touching the project itself. Whichever office ends up on the stamp never changes again, even if the project is later reassigned to a different office. A legal document can't retroactively change who issued it, so Monument doesn't let it: the identity that prints on a document, and the identity a client's payment or an accounting sync resolves against, always comes from the document's own stamped office, resolved field by field against that office's billing profile with the organisation as the fallback.
Move a project from one office to another and only documents raised after the move pick up the new identity. Every invoice, quote and purchase order already issued keeps printing under whichever office was responsible for the project the day it was created, exactly as a paper invoice already sent can't un-print itself.
This is also why a firm that adopts billing profiles partway through stays consistent with its own history: documents raised before any billing profile existed keep showing the organisation's identity, because that's genuinely what was true when they were issued.
Give an office its own invoice numbering, if you need it
By default, every office shares one invoice sequence firm-wide, INV-042 is followed by INV-043 no matter which office either one belongs to. Once a second office exists, an opt-in setting lets each office keep its own sequence instead.
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Open Settings, go to the Application tab, and find Code Generation.
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Next to Invoice Numbers, switch on Separate sequence per office.
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Save. Each office now starts and maintains its own invoice numbering from here on.
This toggle affects invoice numbering specifically. Quote and purchase order numbers keep a single firm-wide sequence regardless, so switching it on doesn't fragment every document type, just the one where firms most often want it.
Troubleshooting
- A document shows the organisation's logo or address, not the office's. That field is deliberately blank on the office's billing profile, so it's falling back to the organisation exactly as designed, not failing to load.
- I don't see an Office field when creating a document. It only appears once a second active office exists. With just one office there's nothing to pick between, so the document stamps with it automatically.
- I reassigned a project but its old invoices didn't change. That's correct. Office stamping happens once, at creation, whether you picked it explicitly or it defaulted from the project, and is immutable from then on. New documents raised against the project from now on will use the new office; nothing already issued does.
- Invoice numbers reset or jumped after turning on per-office sequences. Each office starts its own counter once the toggle is on. Check the Next preview for each office in Code Generation before relying on a specific number.
Where this fits next
Billing identity is set at the office level; the same office split reaches further once it's in reports and connected to your accounting system. See Break reports and accounting down by office for filtering and grouping by office, and connecting a separate accounting system to a single office rather than the whole firm.