Billing & Trust Accounting

Firm Settings

• Configure Firm Settings in the Smokeball Web App
• 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
• Set up the eInvoice Portal
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Invoicing

• Split an invoice between multiple debtors
• Write off unbilled time entries/WIP entries
• Create an invoice
• Edit, Void or Waive Invoices
• Add a surcharge to an invoice
• Apply a discount on an invoice
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Payments

• Record a payment or part payment to an invoice
• Reverse an Invoice 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

• Invoice History Report
• Unpaid Invoices Billing Report
• Time Adjustments Report
• Unbilled and Unpaid Overview Report
• WIP reporting in Smokeball
• Unbilled Time & Disbursements Reports
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Trust Reconciliation

• Access End of Month reports for auditing purposes
• Access Bank Reconciliation Reports
• Reconciling your trust account
• Reconciling transactions using adjustments
• Cancel a trust reconciliation
• Why won't my trust account reconcile?
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Trust Accounting

• 📖 Trust Accounting Basics

• Set up Trust Payment Requests for Approval (Payment Requisitions)
• Deposit trust funds for multiple matters
• Transfer funds from one Trust Account to another in the same matter
• Generate a trust ledger for all matters
• Managing multiple trust accounts
• Record a Trust Payment
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