When you create a matter, the Frequency will default to Include. Anytime you run bills or prebills, and don't target a specific matter, it bills anything that is marked include. What about all
the other options? Monthly will show up one month after the matter is created while Quarterly will show up 3 months after the matter is created. You can still manually decide to bill a matter that is listed as quarterly. The quarter will then be reset and it would come up 3 months from now. Exclude will completely exclude the matter from the billing cycle so the only way to bill it will be to choose that matter specifically. You might have a group of matters that need to be billed all at once, but not on a monthly, quarterly, or annually basis. That is where cycle 1- 6 comes in. If you choose cycle 1 and assign that cycle to 10 different matters, they will only be billed when you choose Cycle 1. To choose one of these cycles, go to Bill or Pre Bill. When you click on the options, you can go down to frequency and choose what cycle you want billed.