Billing & Trust Accounting

Billing Settings

• Disable the Pay button and Payment QR code for a matter's invoices
• Change billing unit increments for time and fee entries
• Smart Invoicing with Smokeball
• Set up the eInvoice Portal in Smokeball Billing
• Enable billing for time and disbursements
• Set up Stripe credit card payments
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Invoicing

• Create an invoice
• Add a surcharge to an invoice
• Apply interest to an invoice
• How to fix an invoice issued in error
• How to Void, Edit, or Waive Invoices
• How do I apply a discount on an invoice?
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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
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Bank Reconciliation

• Why won't my trust account reconcile?
• Reconciling your trust account
• 🎬Manage trust account adjustments and reconciliations
• Reconciling prior month transactions using adjustments
• Reconcile unknown debits and credits using adjustments
• End of Month Reporting in 1 step
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Trust Accounting

• Request a Trust Deposit from your client
• Setting up a trust account as a start-up law firm
• Managing multiple trust accounts
• Record a trust payment to PEXA
• Refund trust amounts to a client
• Setting up and using evergreen retainers
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