Smokeball offers a web app included in the Grow and Prosper+ subscriptions, designed to streamline billing as well as matter management.
If you are migrating from an existing billing program, you should complete the current billing cycle in that program, transfer any balances due and deposits to Smokeball, and then start billing in Smokeball.
Read on to learn how to begin billing with Smokeball.
Enable the Smokeball Billing Integration
Once you have completed the final billing cycle with your previous billing program, you need to activate the web app.
- Open Smokeball Settings and select the Time & Billing tab.
- Tick Enable integration of TIme & Disbursements.
- Under the Time & Activities tab, set your billing units for rounding entries.
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Under Billing Integrations, select Smokeball Billing.
- If you are a Firm Owner, there will also be the option to enable auto-saving Billing related PDF documents to the matter. Once enabled, finalised invoices from that point forward will be saved in the Billing>Invoices matter folder. If a finalised invoice is edited or deleted in the web app, it will be removed from the matter.
- Select the Save button.
Accessing the Smokeball Web App
Once you have enabled the Smokeball Billing integration in Smokeball Settings, you can access it anytime from the Billing button in the Smokeball Action Bar.
Alternatively, bookmark https://app.smokeball.com.au/ to access it anytime and on any device that runs the Google Chrome web browser.
Next Steps
We recommend that your Firm Settings in the web app are configured to your firm's preferences before you start recording billing transactions.