Configure Firm Settings in the Smokeball Web App

Learn how to configure billing settings for your firm to customise your experience in the Smokeball Web App.

How to access Firm Settings 

1. Open the Smokeball Web App and select the Settings icon.
2. Select Firm Settings.
   

The Settings page will open, with different categories to choose from on the left panel.

Edit firm details

The Firm Details tab allows you to edit basic information about your firm, which will be reflected in client-facing documents such as invoices.

Manage staff & users

The Staff & Users tab allows you to add, edit or disable staff user access. This tab is only visible if you are a Firm Owner.

Set up activity codes

The Time & Activities tab allows you to add Fee, Time, or Disbursement codes. Codes help you save time entering individual line items into invoices by pre-filling information.

Learn more about creating fee, time, or disbursement activity codes.

Customise your invoices

The Invoice Settings tab allows you to amend the look and feel of the invoice you generate in Smokeball.

Learn more about customising invoices and applying invoice templates.

Customise emails sent from Smokeball

The Email Templates tab allows you to customise the message you send out in emails containing invoices, invoice reminders, and evergreen retainer requests. 

Confirm GST settings

The GST tab shows the GST rate applied to invoice items that contain GST. If your firm is registered for GST, make sure the Registered for GST box is ticked.

Ticking the Registered for GST box will change your invoice name from "Invoice" to "Tax Invoice".

Manage accounts

The Accounts tab allows you to configure settings for the various trust or controlled money accounts you manage in Smokeball. The main tasks you can do here include:

• Update trust account and controlled money account details
• Update operating account details
• Enable trust and office cheque printing
• Enable and configure an evergreen retainer
• Adjust the numbering of trust transactions and controlled money account transactions

Connect Smokeball to Xero

To automatically send transactions entered into Smokeball through to the general ledger in Xero, set up your Xero integration.

Connect Smokeball to MYOB

To automatically send transactions entered into Smokeball through to the general ledger in MYOB, set up your MYOB integration.

Set up Stripe card payments

Connect Stripe with Smokeball to enable the option for your clients to pay invoices directly via credit or debit card.