Assign a billing frequency to a matter

Available on Smokeball Bill, Boost and the Grow and Prosper+ Cloud Companion App

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

  1. Open a matter file in Smokeball Bill, Smokeball Boost or the 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.

Was this article helpful?
2 out of 4 found this helpful

Articles in this section