Configure Billing Frequency

Tailor your billing frequency to align with the specific requirements of your firm and clients. Assign the chosen billing frequency to Client-Matters, enabling you to filter Matters with applied billing frequencies when generating invoices or Pre-bill reports. Additionally, streamline your workflow by filtering Matters, Time/Expense entries, Invoices, and more based on the designated billing frequency.

Create Custom Billing Frequency

1. From the left navigation, click Setup.
2. From the Setup left navigation, click List Items.
3. From the tabs atop the List Items page, select Billing Frequency.
4. 
5. The default list displays (Daily, Weekly, Monthly, Quarterly, Annually). To add a custom billing frequency to the list, from the toolbar, click +Add.
6. On the Add Billing Frequency pop-up, enter the field for billing frequency with your custom frequency.
   • Note: You can enter up to 120 characters in the field, including special characters.
   • By default, the Active checkbox is checked. If you wish to enter several billing frequencies to be used later, uncheck the box.
7. Click Save. The billing frequency you entered is added to the list. You can choose to edit or delete the entry you created or export the list.

Assign Billing Frequency (Default)

1. From the left navigation, click Setup.
2. Ensure the Firm Settings option is selected and view the Financial tab.
3. In the Billing Settings section, from the drop-down beside Billing Frequency, select the frequency you would like to use at the firm level.

   Note: You can override the firm billing frequency at the Matter level. Any changes to firm default at the Matter level will not affect existing matters.

4. Once you have made your choice, in the top right corner, click Save.

Assign Billing Frequency for Matter

You can override the billing frequency assigned at the Firm level for a Matter-specific billing frequency.

1. From the left navigation panel, click Matters.
2. From the Matters screen, single-click the matter to highlight it and scroll down.
3. Click on the Settings tab.
4. From the tabs below, click Billing.
5. Scroll down and select the frequency you wish to assign to the matter.
6. In the top right corner, click Save.

Filter Using Billing Frequency

You can filter Matters, Time/Expense, Invoices, etc. by Billing Frequency.

To filter by billing frequency:

1. From the left navigation panel, click Billing and view Time & Expense.
2. Click on the Filter icon to filter accordingly.
3. A filter panel will pops out to begin selecting your filters. Scroll down and you’ll find all the available Billing Frequency options; choose the frequency(s) from the list.
   • Note: You can select one or more options from the drop-down.
4. The screen will display the list of Activities based on your selected billing frequency.

Use Billing Frequency to filter the Pre-Bill (Matter Billing Report).