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Billing and Client Accounts
Billing and Client Accounts
Resources to help you navigate your billing needs, and client account records.
Firm Settings
Firm Billing Settings Overview
Set up activity codes for time, fee, and cost recovery entries
Change billing unit increments for time and fee entries
Customise Invoice Templates
Edit billing email templates
Invoicing
Set a different debtor on a matter
Refund of a paid cost recovery included on a paid invoice
Create an Invoice
How to Void, Edit, or Waive Invoices
Send an invoice
Add a surcharge to an invoice
See all 9 articles
Payments
Record payment to an invoice
Reverse a Payment
Set up Cheque Printing
Set up payment plans
Smokeball Payments overview and setup
Client Accounting
📖 Trust Accounting Basics
Deposit trust funds for multiple matters
Create Bulk Client to Office Transfers
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Find answers, share ideas & discuss best practices with Smokeball users.
Need more help?
Contact us for personalised support and troubleshooting.
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Contact us for personalized support and troubleshooting.
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