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Part Six: Set up Billing and Invoice Settings in Smokeball

Updated May 31, 2024 20:28

We highly recommend scheduling an Introduction to Billing Training before using Smokeball Billing.  We also have the following guides to assist you:

Firm Billing Settings

Invoice Settings

Bringing over past due Balances

A Staff Member Left: We know that Staff Members come and go. There are a few steps that need to be taken to make sure that they are fully offboarded. A guide on how to do so can be found here. 

 Next Step

Learn about Reports in Smokeball.

 

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Articles in this section

  • Smokeball File Migration Hub Computer
  • Part One: Migrating the rest of your information into Matters
  • Migrations: How does data migration service work at Smokeball?
  • Part Two: Migrate additional contact details into Smokeball
  • Migrations: ProStart Data Migrations Project Plan
  • Part Three: Import documents and emails into Smokeball
  • Part Four: Set up Tasks, Workflows, and Matter Stages
  • Part Five: Set up integrations with Smokeball
  • Part Six: Set up Billing and Invoice Settings in Smokeball
  • Part Seven: Confirming your data in Smokeball
See more
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