Billing & Trust Accounting

Firm Settings

• Configure Firm Billing Settings
• Set up activity codes for time, fee, and disbursement entries
• Assign a billing frequency to a matter
• Change billing unit increments for time and fee entries
• Customise invoice templates
• Smart Invoicing with Smokeball
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Invoicing

• Create an invoice
• Void, Edit, or Waive Invoices
• Add a surcharge to an invoice
• Apply a discount on an invoice
• Create a fixed fee invoice
• Show non-billable entries on an invoice
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Payments

• Record a payment to an invoice
• Reverse a Payment
• How are invoice overpayments handled?
• Pay an Invoice from Trust Funds
• Set up cheque printing
• Set up office payment cheques
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Billing Reports

• WIP reporting in Smokeball
• Unbilled Time & Disbursements Reports
• Matter Cost Estimates Report
• Dormant Trust Balances Report
• Billed Fees & Disbursements Report
• Trust Account Payments and Receipts Cash Book
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Trust Reconciliation

• Cancel a 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

• Managing multiple trust accounts
• Record a Trust Payment
• Record a trust payment to PEXA
• Refund trust amounts to a client
• Request a Trust Deposit from your client
• Set up an evergreen retainer
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