Learn how to identify unbilled items and create invoices from them.
Smokeball Desktop App
Viewing total unbilled items across all matters
- Open a matter in the Smokeball desktop app, then select theĀ Time & Disbursements tab.
- From theĀ Time & Fees orĀ Disbursements tab, navigate to theĀ Billed?Ā column. Unbilled items will not contain an invoice number in this column.
Generating a Matter Billing Report
- Open a matter in the Smokeball desktop app, then select theĀ Time & Disbursements tab.
- SelectĀ Print, then selectĀ Time Entries,Ā Disbursements orĀ All to generate a printout of all individual entries.
A preview will appear on the screen. Refer to the blank entries in the Status column to identify unbilled items.
Exporting unbilled items to Excel
- Ā Open a matter in the Smokeball desktop app, then select theĀ Time & Disbursements tab.
- SelectĀ Export, then choose to exportĀ Time Entries orĀ Disbursements.
- Save the exported document to your computer and open it in Excel. Refer to the Billed column to identify unbilled items.
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Smokeball Web App
Viewing unbilled items for an individual matter
Open a matter in the Smokeball Web App and navigate to the Time & Fees section.
Refer to the Billed? column to identify if an item is unbilled. Unbilled items will not contain an invoice number in this column.
To bill for these items, create a new invoice.
Viewing total unbilled items across all matters
- SelectĀ Invoices from the left menu, then select theĀ Create Invoices tab.
- Navigate to theĀ Unbilled column to view unbilled amounts for each matter at a glance.
- Use the filters on the left panel to narrow your search for unbilled amounts.
You can also view theĀ Unbilled column from theĀ Matters list on the left menu.
Generating the Unbilled Time and Disbursements Report
- SelectĀ ReportsĀ from the left menu of the Smokeball Web App, then select the Unbilled Time and Disbursements report.
- Adjust the filters at the top of the report, then selectĀ View Report. Learn more about Unbilled Time & Disbursement report filters.
- The report will generate all individual unbilled time and disbursements as line items. From here, you can print or save the report to your desktop.