Assign a billing frequency to a matter

Learn how to accurately track invoices by assigning different billing frequencies to specific matters.

1. Open a matter file in the Smokeball Web App. Select Edit Matter in the top-right corner.
2. Navigate to the Billing Fees and Rates section and choose an option from the Billing Frequency drop-down menu:
   
   • Annually - choose a starting month
   • Monthly - choose all months, odd months or even months
   • Quarterly - choose the group of starting months
   • Hold - choose this to identify matters that are being worked on but should not be billed yet
3. Select Save Matter.

View all invoices under a specific billing frequency

Use the Billing Frequency filter on the left panel of the Invoices and Create Invoices pages to view invoices with a specific billing cycle.

Filtering on the Create Invoices page will also allow you to easily create invoices in bulk, without having to manually remember the billing frequencies of specific matters.