Learn how to record a trust payment for a matter.
- Open the matter that you wish to make a trust payment from, then select the Transactions tab.
- Select Client Payment.
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From the Client Payment window, enter the following details:
- Date processed – this is the date that the payment was made.
- Matter – make sure the matter is correctly selected.
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Paid to – type in the name of the party you’re making a payment to.
- If the party is a contact in Smokeball, select them from the dropdown menu.
- If the party does not exist in Smokeball, select the + and save their details.
- Amount – check the Available After Payment field matches your own records for this trust account.
- Type – select from Bank Transfer, Cash, Cheque or Credit Card.
- Payment Reference – this field will be greyed out if references are set to automatically generate.
- Account Name – Enter the name of the Payee
- Sort Code - Enter the sort code for the Payee
- Account Number - Enter the Account Number for the Payee
- Reason – Enter the reason for the payment being made.
- Internal note – further information that’s outside of the audit required reason.
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Tick Open PDF payment detail now if you wish to print or save the payment advice immediately.
- Select Process. If you ticked Open PDF payment detail now, the payment advice will open up in your browser’s PDF reader.
View all Client Account payments made
The Transactions tab of a matter will list all client account transactions, including client account payments.
Client payments will be denoted as Payment to in the Description column, along with the reason entered into the payment.
You can generate the payment detail at any time by selecting the three dots on the right-hand column of a client accout payment.
Next steps
After creating a client account payment, you may wish to learn how to enter a trust deposit, make a trust to office transfer. or set up a controlled money account.
Made a mistake in recording a trust payment? Learn how to reverse a trust payment.