Overview

Billing Schedules allow invoices to be generated automatically for matters that use Periodic Billing.

Schedules can be configured:

• Firm-wide (default billing schedule)
• For a specific Team
• For an individual Matter

Billing schedules help automate recurring billing processes and ensure invoices are generated at regular intervals without manual intervention.

Only matters with a Billing Basis of Periodic are included in scheduled billing runs.

How Billing Schedules Work

A billing schedule determines:

• How often invoices are generated
• When the billing cycle starts
• Which matters are included in the schedule

When a scheduled billing run occurs:

• Eligible Periodic matters are identified
• Draft invoices are generated automatically
• Matter-specific schedules take precedence over firm-wide schedules

Accessing Billing Schedules

Firm or Team Billing Schedules

Navigate to:

1. Settings → Firm Settings → Matter Billing Defaults
2. From the Scope field select:
   • Firm
   • Team
3. Click the clock icon beside the Schedule field.

This opens the Scheduler configuration window.

Matter-Specific Billing Schedules

Navigate to:

• Matter → Update → Billing (section)
• Click the clock icon beside the Schedule field

Changes made here apply only to the selected matter. Matter-specific schedules override any firm-wide or team schedules.

Billing Basis Options

Billing schedules only run for matters configured with a Billing Basis of Periodic.

Available Billing Basis options include:

Configuring a Billing Schedule 

Step 1 - Open the Scheduler

Open the Scheduler using one of the methods described above.

Step 2 - Select a Frequency

Choose how often invoices should be generated.

Available frequencies:

Step 3 - Select a Time

Choose the time the billing run should execute.

Example:

• 12:00 AM
• 6:00 PM

Step 4 - Configure Schedule Options

Depending on the selected frequency, additional scheduling options become available.

For Monthly, Quarterly and Yearly schedules you can choose:

Optional:

• Schedule During Nearest Workday

When enabled, billing runs scheduled for weekends or non-working days will execute on the nearest working day.

Step 5 - Save

Click Save.

The billing schedule will be created and future billing runs will occur automatically according to the configured schedule.

Firm and Team Schedules

Firm and Team schedules act as default schedules for eligible matters.

When a firm or team schedule runs:

• All eligible Periodic matters are included
• Matters with their own matter-specific schedule are excluded
• Matter-specific schedules always take precedence

Example

A firm schedule is configured as:

• Monthly
• Last day of the month
• Nearest workday enabled

All eligible periodic matters will be billed according to that schedule unless a matter-specific schedule exists.

Matter-Specific Schedules

Matter schedules apply only to the selected matter.

Benefits include:

• Different billing frequencies for individual clients
• Alternative billing cycles
• Exceptions to firm-wide billing arrangements

When a matter schedule exists:

• The matter follows its own schedule
• Firm and Team schedules do not override it

Quarterly Billing Schedules

New Feature

Quarterly billing schedules allow invoices to be generated automatically every three months.

Quarterly schedules are available for:

• Firm schedules
• Team schedules
• Matter schedules

How Quarterly Scheduling Works

A quarterly schedule runs every three months from the selected start month.

Example

If the schedule starts in:

January

The schedule will run in:

• January
• April
• July
• October

If the schedule starts in:

May

The schedule will run in:

• May
• August
• November
• February

Example Quarterly Configuration

Result:

Invoices will be generated on the last working day of:

• January
• April
• July
• October

Editing a Billing Schedule

To modify an existing schedule:

1. Open the schedule.
2. Update the required settings.
3. Click Save.

Future billing runs will use the updated schedule.

Best Practices

• Use Firm schedules for standard billing cycles.
• Use Team schedules where departments require different billing frequencies.
• Use Matter schedules only where exceptions are required.
• Ensure matters intended for scheduled billing use a Billing Basis of Periodic.
• Periodically review billing schedules to ensure they remain appropriate for current business requirements.