Intake with Smokeball Payments

Smokeball Payments is an integrated payment solution for your firm that you can use to process transactions. Once you have signed up for Smokeball Payments, you can incorporate it directly to your intake forms using our custom form builder. Read on to learn more.

Create a Payments intake form

1. Select the Settings icon in the lower left corner and then select Intake Forms.
   
2. Select the Create form+ button in the upper right.
3. Input the form type and form name choose the applicable state(s) applicable matter types. 
4. Under Form building options, select Build custom form.
5. Select the blue Create form button.
    
6. Optional: Select the blue Edit sections button to add additional sections to the form. You can mouseover the title of each section and select the pencil icon to edit it.
   
7. Select the Payment section and drag and drop the Payment component tile from the right side of your screen onto the gray line and plus icon in the middle of your screen.
   
8. Enter the amount your client needs to pay and choose the appropriate trust/retainer account from the dropdown menu.
9.  Optional: Select the Field settings button to make the completion of the Payment section mandatory.
   
10. Use the toggle in the upper right to set the form to Active once you are finished.
     

Share a Payments intake form with your client

1. Open your lead/matter and select the Intake tab.
2. Select the blue Share form button and the payment form you created.
   
3. Choose to send the form via the Client Portal or email.
   

Client perspective

Once your client receives and opens the form, they will see a page which summarizes what they owe and provides fields for them to enter their credit card information.

Once they finish entering their credit card information, your client will have an opportunity to review the payment. They then need to select Submit and process payment to complete the transaction.

Your client will then receive a confirmation message and have the option to save the form for their records.

You can easily track your client's progress through their matter's Intake tab.

You can also select the three dot icon and then select View to see their specific responses. 

Did You Know

• This feature can only take payment into trust or operating retainer. It is not able to apply payments to an existing an invoice.
• If your client's attempt to pay fails, you will be notified in the Smokeball desktop app if you are a Grow/Prosper+ user. You will receive a Client Portal message if you are a Bill/Boost user. 
• You can view a full record of the client's intake form payments on their matter's Transactions tab. The entry will note it is an intake payment under the Description column. You can view a full record of intake form payments on the Transactions tab of the global Accounts view.