Record a payment or part payment to an invoice

Learn how to add full or part payments to invoices in Smokeball. 

Manually adding a payment to an invoice

You can add payments to invoices from the invoice, the matter or the Invoices section in Smokeball.

Add payment from the individual invoice

When viewing an invoice select the Add Payment button.

Add payments from the matter

1. Open the matter and select the Invoices tab.
   
2. Click the Add Payment button to enter payment details.
   
   

Add payments from the Invoices tab

Select the Invoices tab from the left menu, then select Add Payment.

Completing payment information

1. Click the Add Payment button.
2. A new window appears for completing payment information.
3. Make sure to input the correct Payment Date and Payment Type. Entering the incorrect information here may affect your ability to reconcile the trust account properly.

Adding payments to multiple matters

You can also pay multiple invoices for the same debtor over multiple matters.

1. Select Add Payment.
2. Select the Client/debtor option to apply a payment to multiple matters.
   
   
3. Input the client/debtor's name.
4. You can then split the payment across multiple matters. Refer to the invoice number (next to the Date Due column) to ensure proper payment allocation.

Automating payments with Stripe

Stripe payments make it easy for clients to pay from any device, anywhere. The feature allows you to free up time chasing payments by automating invoices.

After creating an invoice, a pay now button appears in your client’s inbox.

Your client clicks the Pay Now button in their email. The Pay Now button also appears on the PDF invoice alongside a QR code. Both options direct the client to Stripe payments.

Your client clicks the Pay Now button, or scans the QR code, on the PDF invoice.

When the client makes a Stripe payment, it is recorded against the Smokeball invoice.

Learn more about setting up Stripe payments for your firm.

Generate an Invoice Payment Detail/Office Receipt

Once an invoice is paid, you can provide a receipt.

1. Open the invoice.
2. Select the Payment Detail button to generate a payment receipt for that invoice.
3. The Invoice Payment Details will appear in a new tab. This summary will show all payments applied to the invoice.