Firm Settings

  1. You can access your Smokeball Trust Accounting & Billing settings by clicking on the cog-wheel in the top-right hand corner
  2. Select Firm Settings


Click on any of the below links to learn more about a particular Setting:

Time & Activities

Invoice Settings

Invoice Reminders

GST

Trust

Xero

MYOB

Billing Utilities

Time & Activities

The Time & Activities tab allows you to add Fee, Time or Expense codes.

These can be used in Smokeball Billing or Smokeball when you are Invoicing.

Please read through this article: Billing Codes.

Invoice Settings

You can use Invoice Settings to amend and customise the look and feel of the Invoice you generate in Smokeball Billing.

The Basic tab allows you to:

  1. Upload your Logo
  2. Change the Font used
  3. Add Firm Details to the header
  4. Change the Letterhead Layout
  5. Amend your Margins
  6. Apply a Grid Style

The Invoices tab allows you to:

  1. Specify how many days after issue an Invoice is due
  2. Set your first Invoice number
  3. Apply an Invoice Subtitle
  4. Customise the visibility of Invoice entries
  5. Customise the visibility of Expense entries
  6. Include non-billable items on an Invoice
  7. Add Notes to the bottom of the Invoice (for example, Payment Advice)
  8. Customise the Display Options

Invoice Reminders

You can use Invoice Reminders to set the Default Email Template for Invoice Reminders:

  1. Customise the Email Subject
  2. Customise the Email Body
  3. Select checkbox to send a copy of all invoice reminders to the user
  4. Add Notes to the bottom of the Email
  5. Select checkbox to show account summary

GST

  1. Ensure that the GST Rate (%) is to set to 10
  2. If your Firm is registered for GST, ensure the Registered for GST checkbox is ticked

Trust

You can use the Trust tab to customise your Trust Account settings.

The Trust Account Settings tab allows you to:

  1. Ensure that your Trust Account Name is entered
  2. Set the Next Receipt Number
  3. Enter the number of Zeros/Digits that you want in your Trust Receipt
  4. Select the checkbox to always open PDF receipt when creating a Trust Deposit

The Trust Cheque tab allows you to:

  1. If you print your Trust Cheques, tick Activate Trust Cheque printing
  2. Select your Printing Method

The Evergreen Retainer tab allows you to:

  1. If you wish to use the Evergreen Retainer, tick Evergreen Retainer Activated
  2. Enter your Minimum Limit
  3. Enter your Replenish Amount
  4. Customise the Email Subject
  5. Customise the Email Body
  6. Select the checkbox to send a copy of the email to the user when sending the Evergreen Retainer

Xero

Read through the Xero article to learn how to set up your Xero integration.

MYOB

Read through the MYOB Essentials article to learn how to set up your MYOB integration.

Billing Utilities

You can use the Billing Utility to mark all time, fees and expenses within a certain date range as 'Billed' in Smokeball and Smokeball Billing:

  1. Select the date range
  2. Click Run

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