Set the billing type on a matter

Available on Smokeball Grow and Prosper+

Understanding how you will bill a client is essential to making Activity, AutoTime, invoicing, filtering, and reporting work properly. Smokeball provides support for numerous billing methods, and selecting the billing type which works best for your firm is easy. Follow these steps:

  1. Open the matter and double-click on Info under Matter Details.
  2. Select the Billing tab in the Matter info window. 
  3. Use the drop-down menu to change the Billing type.
  4. Select OK.

How Billing Types affect time and fee entries and AutoTime

Depending on the billing type set for a matter, time and fee entries will be designated as billable or non-billable by default. This also applies to AutoTime entries.

  • If no Billing Type is selected, or the Billing Type is set to Time Based, manual time and fee entries and AutoTime entries will be marked as Billable.
  • If the Billing Type is set to Fixed Fee, Fixed Fee per Appearance, Contingency (% or $), or Not Billable, then manual time and fee entries and AutoTime entries will not be marked as Billable. 

AutoTime will create billable or non-billable entries off of tracked activities depending on the billing type you set for the matter:

Billing Type AutoTime
[Not Set] Billable
Fixed Fee Non-Billable
Fixed Fee by Appearance Non-Billable
Time Based Billable
Contingency (%) Non-Billable
Contingency ($) Non-Billable
Not Billable Non-Billable
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