Billing Settings Overview

Smokeball Billing has a robust set of settings to help with all aspects of the billing cycle. If you are new to Smokeball Billing, make sure to configure the settings before using all the features.

This article walks through a high level overview of all the settings in Billing. Some features require additional configuration covered in additional articles.

Billing Settings Overview

  • On the top right of Smokeball Billing, click the gear to access you settings

  • Types of Billing Settings.
Time & Activities

Time & Activities settings are located in Smokeball Desktop and in Smokeball Billing. From Time & Activities, you can change your billing units, create activity codes, or set up LEDES/UTBMS Billing.

Learn more about Activity Codes or Set up LEDES/UTBMS.

Invoice Settings

Set up your invoice layout including adding your firm logo, default payment due dates, and all the options you want to appear on your invoices. You can also create Invoice Templates for different areas of law or billing types. Learn more about Invoice Settings and Invoice Templates.

Email Templates

Review and edit any Email Templates in Smokeball Billing including templates used for Evergreen Retainer and Invoice Reminders. Learn more about Evergreen Retainer and Set up Invoice Reminders.

Trust

Set up your trust account settings for payment receipts, check printing, evergreen retainer, transaction numbering, and bulk finalizing with payments. Select the individual links for more information on each feature and setting.

QuickBooks

Smokeball integrates with QuickBooks Online for your accounting system, back-office, and general ledger. Learn more about how to configure and integrate with QuickBooks online.

LawPay

Smokeball Billing integrates with LawPay, allowing your clients to pay their invoices with credit cards or accept Trust deposits via Law Pay. LawPay is the go to credit card processing company for law firms. Learn more about how to set up and use Smokeball's LawPay integration.

Billing Utilities

Billing Utilities is used to mark all time, fees, and expenses as billed. This setting is only typically used for new firms transitioning to Smokeball Billing as a one-off process. We recommend reaching out to your Account Manager if you are not sure when to use Billing Utilities.

Once you run the utility, you cannot reverse any transactions marked bills. If you have run this utility by accident and need assistance, submit a ticket to support@smokeball.com.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.