Add a Payment to Multiple Invoices

You can add a payment to multiple invoices that are unpaid or overdue on a specific matter.

This feature is also helpful when you have multiple invoices across multiple matters to the same debtor. Smokeball also allows you to set up payment plans to help you get paid by your clients. 

Read on to learn how to make payments under both scenarios. 

How to Apply a Payment to Multiple Invoices on a Matter

• Navigate to the Invoices tab in your matter and then select Add Payment.
  • Note: All outstanding invoices will be under Unpaid and Overdue, but these filters do not need to be selected in order to add a payment.

Follow the steps on the screen to add the payment:

1. Confirm the contact in the Paid By field. 
2. Enter the total Amount paid. 
3. Choose the type of payment from the Type dropdown menu. 
4. Choose which individual outstanding invoices to allocate payments to. 
5. Select Process to complete the payment
   • Note: Selecting All applies the total of the remaining unpaid amount of the invoice not the remaining amount of the payment

To apply credit card payments to multiple invoices: 

1. Select Credit Card from the Type dropdown menu.
2. Use the checkboxes to select which invoices will receive credit card payments.
3. Select Process.

• Optional: With the credit card type selected, you can toggle on Take payment now for faster payment. 
  • Toggling this prompt on will enable the Enter Payment Details button. Use this button to enter credit card information.
  • Note: Credit card payments will be made through LawPay.

How to Apply a Payment to Multiple Invoices on a Debtor

• Navigate to the Invoices tab on your matter and then select Add Payment.

Follow these steps to add the payment:

1. Select Client/Debtor and confirm the client/debtor the paying contact.
2. Enter the total Amount paid.
3. Choose the type of payment from the Type dropdown menu.
4. Choose which individual outstanding invoices to allocate payments to.
5. Select Process.
   • Note: If there are different debtors assigned to invoices on a matter, only the invoices assigned to this debtor will show with this payment screen.

Generate an Invoice Payment Receipt (Invoice Statement)

Once an invoice is paid, you can provide a receipt.

1. Open the invoice from the global Invoices page.
2. Select the Invoice Statement button to generate a payment receipt for that invoice.
3. The Invoice Statement will appear in a new tab. The receipt will show all payments applied to the invoice.

Did You Know

• The option to add a payment to multiple invoices is also found by selecting the Create New button on the top right of the web app and then selecting Payment.
• You can also use the Add Payment button on the global invoices screen.
  • Note: You will have to fill out the Matter or Debtor and Paid By fields if using either of these options.

• You cannot enter an overpayment when adding a payment to multiple invoices.
• You can also add a payment to a single invoice.