Smokeball Billing has everything you need for billing in one place. With features like Activity, you can bill more in less time and increase your profitability.
Note: To utilize Smokeball Billing, you must use Google Chrome as your Web Browser.
Navigation basics
Smokeball Billing's Home Screen gives you access to everything you need:
- View your Matters, Contacts, Time & Fees, Invoices, Accounts, and Reports in the leftmost menu.
- Select the > icon to expand the icons for a description.
- Access Firm Settings, Support, and Search functionality using the buttons in the upper-right hand corner.
- Quick add a matter, contact, time/fees, expenses, credit, and trust/operating retainer funds.
- Filter for the view you select from the leftmost menu.
Smokeball Billing views
Matters
- Access all your Matters.
- Use the filters to narrow your view by Matter Type, Matter Status, Attorney Responsible, and Trust Balance.
- Scroll through or search for matter using the search bar.
- Searching can be done by client name or matter number.
- Select any Matter to review it.
- Learn more about Billing Matters.
Contacts
- Access to all your contacts.
- Filter your view based on the role.
- The Contacts View is where you can manage debtors with payment plans.
- Select any contact to see additional details, including contact information, matters, all invoices, transactions in trust & operating retainer accounts, and individual client payment plans.
- Learn more about Payment Plans.
Time and Fees
- Similar to Smokeball Desktop, the Time & Fees View is a place where you can review, edit, or create time, fee, and expense entries for any Matter.
- All entries created in Smokeball Billing will be accessible in the desktop application and vice versa.
- Learn more about creating entries in Smokeball.
Invoices
- Whether you are responsible for creating, editing, and finalizing all invoices, or creating drafts for Attorneys to review, the Invoices View is where you can find what you need.
- Use the filters to access any individual invoices, bulk create invoices, bulk finalize with payments, and send out your reminders.
- Learn more about all the features in the Invoices View.
Accounts
- Accounts is where you will manage all your Trust and Operating Retainer transactions.
- You can also review your ledger. Smokeball Billing has powerful features to help you manage your accounts including Evergreen Retainer and Bank Reconciliation.
- Learn more about managing your Trust and Operating Retainer in Smokeball Billing.
Reports
- Smokeball Billing has the reports you need to manage all aspects of the billing cycle including trust, invoicing, matter overview, and time/expenses reports.
- All reports include filters to customize your view and can be printed or exported as a PDF or CSV file.
- If you can't find the information in Reports you need or have a request for a new report, reach out to your account manager or submit a ticket to support@smokeball.com.
- Learn more about Billing Reporting.
Settings and search overview
Billing Settings
- Select the cog wheel icon to log out or access Billing Settings.
- Learn more about Billing Settings.
Search
- Search for anything in Smokeball Billing by using client name or matter number.
- As you search, suggested results will appear. Select See all results for a more detailed search that includes contacts, matters, and invoices.
Did You Know
- Once you've completed billing cycles, you can review Firm Insights to see estimated profitability and gather insight on the business side of practicing law.