Enable the Smokeball Billing Integration
Once you have completed the final billing cycle with your previous billing program, you will need to activate Smokeball Billing.
- Select Enable integration of Time & Expenses in the Time & Billing Settings in Smokeball Settings.
- Set your billing units for rounding entries and make sure Smokeball Billing is selected under Billing Integrations.
- Select the Save button.
Auto-Save Finalized Invoices
Firm Owners can turn on the ability to auto-save finalized invoices from Smokeball Billing to the matter.
Important Note
If you have not previously enabled this setting for your firm, you may notice that it is missing from Smokeball Settings. This is intentional as we work on fixing some known issues and improving its functionality.
- Select Auto-save Billing-related PDF documents to a Matter under the Billing Integrations tab in Time & Billing settings.
- Once enabled, finalized invoices from that point forward will be saved in the Billing>Invoices matter folder.
- If a finalized invoice is edited or deleted in Smokeball Billing, it will be removed from the matter
- Select the Save button.
Review Staff AutoTime Settings and Billing Rates
- Review and enable your staff’s AutoTime (Prosper+ or with Grow with the AutoTime add on) preferences and billing rates to ensure they meet your firm’s needs.
- Learn more about AutoTime basics and settings.
Configure Billing Settings
- Select the Billing button to log into the Smokeball web app.
- The web app will open in your browser. Enter your Smokeball username and password.
- Note: You must be using Google Chrome for Smokeball Billing. If you do not have Chrome set as your default browser, you must first open Chrome and go to app.smokeball.com.
- Review and adjust Smokeball Billing settings to match your firm’s preferences.
Configure Additional Settings
- Additional Matter settings can be accessed by selecting the gear icon on any matter.
- Smokeball Billing has additional features and settings like Evergreen Retainer, Interest, and Payment Plans. Many of these features have additional settings to configure prior to using in Billing Settings.