Record a trust payment to PEXA

When PEXA has debited your Trust Account you need to record the transaction in Smokeball.

1. From the Smokeball Web App, Smokeball Boost or Smokeball Bill, navigate to the relevant matter and select the Transactions tab.
2. Select Trust Payment.
   
3. Enter the details of the payment:
   • Change the date to reflect the actual day the payment was made.
   • Select PEXA in the Paid To box. If PEXA has not yet been set up as a contact in Smokeball, click the + sign next to the Paid To box and add their details.
   • Enter the amount of the payment.
     
   • Under Type, select Direct Debit and enter the PEXA Workspace ID as the Reference.
     
     • The Workspace ID can be found within PEXA as shown below:
       
   • In the Account Name, BSB and Account Number fields, enter the account details for PEXA.
     
     • These can be found in the Authorisation Record within PEXA.
       
       
   • Enter the Reason for payment and use the Internal Note field to enter any further information to be recorded.
4. Double-check all information and select Process to finalise the Trust Payment record.

Video guide

Prefer to watch a video? Learn how to record a trust payment to PEXA in the video below.