View invoicing and trust deposit request communications sent from Smokeball

Check Sent Billing Communications for a Single Matter

how to track all Billing correspondence sent to the client from the Smokeball Web App.

1. Open a matter file in the Smokeball Web App.
2. Select the Transactions tab and then select Client Communications from the left panel.

The Client Communications page tracks all Invoices, Invoice Reminders, and credit card Trust Deposit Requests sent to the client via email, Communicate, or manual sending.

Clicking on an email item in the Client Communications list displays the corresponding email content sent to your client. Note: The body of the email may not display on emails sent before March 7, 2024. 

Checking Billing Communications Across All Matters

If you'd prefer to get a view of all billing communications sent across all matters:

1. Navigate to app.smokeball.com
2. Click the Accounts tab on the Right
3. Ensure you are on the global transactions tab across the top.
4. Choose Client Communications from the left hand panel.