Billing & Trust Accounting

Firm Settings

• Disable the Pay button and Payment QR code for a matter's invoices
• Change billing unit increments for time and fee entries
• Customise invoice templates
• Smart Invoicing with Smokeball
• Set up the eInvoice Portal
• Enable billing for time and disbursements
• See all 10 articles

Boost Matter Management

• Matter Basics
• Calendar View
• Create Calendar Events
• How to create tasks
• How to use the Communicate Client Portal
• How to record a memo
• Importing files and folders into a matter

• Matter Basics
• Calendar View
• Create Calendar Events
• Tasks
• Send messages and files via the Communicate Client Portal
• How to record a memo
• Importing Files and Folders

• Getting Started with Smokeball Boost

Invoicing

• Set up Rate Sets for staff
• Create an invoice
• Add a surcharge to an invoice
• Apply interest to an invoice
• Fixing an invoice issued in error
• Void, Edit, or Waive Invoices
• See all 14 articles

Payments

• Notifying clients about their payment plans
• Record a payment to an invoice
• Pay an Invoice from Trust Funds
• How are invoice overpayments handled?
• Reverse a Payment
• Edit a Part Paid Tax Invoice
• See all 12 articles

Billing Reports

• Run a report on time and disbursements
• Generate an Income Allocation Report

Trust Reconciliation

• Why won't my trust account reconcile?
• Reconciling your trust account
• Reconciling transactions using adjustments
• End of Month Reporting in 1 step
• Access Historical Trust Bank Reconciliations and End of Month Reports

Trust Accounting

📖 Trust Accounting Basics

• Request a Trust Deposit from your client
• Smokeball Billing for Start-up Law Firms
• Managing multiple trust accounts
• Record a trust payment to PEXA
• Refund trust amounts to a client
• Set up an evergreen retainer
• See all 19 articles