If you need to save an invoice to your matter's documents section in the Smokeball desktop app, there are two ways to do so:
Download invoices from the web app
- Navigate to the Invoices view
- Sort the invoices by debtor
- Select the invoices you need to save using the checkboxes
- Select download
- Upload the downloaded invoices to your matter
Use an administrative matter
- Create a matter that is purely for storing all of your invoices
- Download all the invoices you wish to save and use the Print to Smokeball PDF feature to save it to the administrative matter
- Note: You can choose to create a firm-wide administrative matter or administrative matters for each attorney
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