Understanding how you will bill a client is essential to making Activity, AutoTime, invoicing, filtering, and reporting work correctly. Smokeball supports numerous billing methods, and selecting the billing type that works best for your firm can be done in the Matter Details.
To set the billing type:
- Open the matter file and double-click on Info under Matter Details.
- Select the Billing tab in the Matter info window.
- Use the drop-down menu to change the Billing type.
- Select OK.
How Billing Types affect time and disbursement entries and AutoTime
Depending on the billing type set for a matter, time, disbursement, and fee entries will be designated as billable or non-billable by default. This also applies to AutoTime entries.
- If no Billing Type is selected, or the Billing Type is set to Time Based, time/disbursement, fee and AutoTime entries will be marked as Billable.
- If the Billing Type is set to Fixed Fee, Fixed Fee per Appearance, Contingency (% or $), or Not Billable, time/disbursement, fee and AutoTime entries will not be marked as Billable.