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Select the Create Invoice button under Invoices tab.
- On the new invoice page, enter the Issue Date, Due Date, and Debtor(s)/Client(s).
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Select Edit Invoice Options to choose your invoice template or modify the invoice title/sub-title.
- You can also use the checkboxes to choose which entries will appear on the invoice.Â
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Note: The pre-selected options are determined by your firm-wide settings.
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Review Time/Fees and Expenses.Â
- Add additional fees or expenses by selecting the Add Entry links.Â
- Review, Edit, or Remove Entries by using the checkboxes.
- You can select the checkbox in the W/O column to write off any entry.Â
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Select the circled arrow in the View column to open a pop-up Time/Fee Details window and edit the entry.
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Optional: Apply a discount or surcharge below the subtotal listed on the rightmost column.
- Discounts can be given with a specific dollar amount or percentage of Time and Fees.
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Use the buttons at the bottom of the column to preview the invoice or save it as a draft. Invoices remain as drafts until you are ready to send them to your clients.
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Select the Save Draft button to save a draft of the invoice.
- Optional: You can also select the View Preview button to preview the invoice.Â
- Select the three dots next to the Save Draft button to delete an invoice. If a draft invoice is deleted, all time, fees, and expenses are billable and available for a new invoice.
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Select the Final tab on the rightmost column to review payment methods.Â
- Pay From Trust: make a payment from a trust account.
- Pay From Operating Retainer: make a payment from the operating retainer account.
- Pay From Credit: make a payment using credit.Â
- Toggle Auto-allocate payments to allow Smokeball Billing select which account to apply funds from first based on your firm's settings.
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Optional: Use the toggles to send the invoice to the client via Email.
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Select the Finalize Draft button if you are ready to send the invoice to the client.
- You can add payments, email the invoice to the client, or download a finalized invoice.
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If necessary, you can Void, Edit, or Waive the invoice.
- Note: If a payment is applied, you must delete it before you can edit or void the invoice.
- You can also choose Setup Payment Plan for this Debtor.
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The bottom right-hand corner will indicate if the invoice has been e-mailed, viewed online by the client, and when the invoice was finalized.
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