Billing criteria for matter invoices (Preview)

Overview

The matter billing criteria feature introduces enhanced control over how and when matter invoices are generated automatically. This functionality enables organisations to define billing frequency and minimum WIP thresholds, helping streamline billing practices and reduce unnecessary low-value invoice generation.

Note: This feature is currently available as a preview and cannot be enabled in production environments. We encourage users to test it in a sandbox or test instance and provide feedback to sa.global to support future improvements.

Key benefits

• Improved billing control – Automatically generate invoices based on custom criteria such as frequency and minimum WIP thresholds.
• Reduced manual effort – Set billing parameters once, and let the system handle recurring invoice generation.
• Flexible configuration – Define criteria at client, contract, or matter level to suit your business model.
• Avoid low-value invoices – Ensure that invoices are only created when meaningful billable activity has occurred.

How it works

To enable this feature, turn on the “(evergreen) Enable billing criteria for matter invoices (Preview)” in Feature management.

Billing criteria can be configured at the following levels:

• Client– Default settings applied to all new contracts for the client.
• Matter Contract – Applied when invoices are generated at contract level.
• Matter – Applied when invoices are generated per matter.

Note: This requires the feature “(evergreen) Group periodic invoice proposal by matter” to also be enabled.

Billing criteria are only applied to automatically generated invoices and will not affect invoices created on demand.

Billing criteria configuration

Invoice frequency

• Period type – Defines how often invoices should be generated:
  • Manual – Disables automatic invoice generation.
  • Day, Week, Month, Quarter – Enables scheduled generation according to the defined period.
• Period – Specifies the interval used for automatic invoice generation. This is required when Period type is not set to Manual.

WIP minimum value

• WIP minimum value – Defines the minimum billable value (in contract currency) required to trigger automatic invoice creation. This includes time, fees, and expenses.

Where it applies

Billing criteria will apply when invoices are generated automatically through:

• Matter management and accounting
  Navigate to: Periodic > Invoices > Create invoice proposals
• Process automation
  When process automation for matter invoices has been enabled.