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  2. Invoicing & Trust Accounting

Invoicing & Trust Accounting

How to track time, add expenses, manage fees & payments.

Invoicing

  • Managing protected trust funds
  • Create an invoice
  • Pay an Invoice
  • Office payments
  • Reverse a Payment
  • Automatically save invoices to Smokeball Native Application from Smokeball Billing
  • See all 15 articles

Trust Accounting

  • Completing your Trust Bank Reconciliation
  • Reconciling prior month transactions
  • Adjustments - Reconciling with Unknown Debits and Credits
  • Trust to Office Transfers
  • End of Month Reporting in 1 step
  • Access Historical Trust Bank Reconciliations and End of Month Reports
  • See all 20 articles

Invoicing Settings

  • Set up your Xero integration
  • Set Up Your MYOB Integration

Time & Expenses

  • Set Up Time & Expenses
  • Set Up Default Hourly Rate
  • Fixed Fee Billing
  • Enter a Fee Time or Expense Entry on a Matter
  • How to use the time finder to track activities

AutoTime

  • AutoTime
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