Getting Started With Smokeball Billing

Smokeball Billing is included in your Smokeball subscription. Smokeball can help take the stress out of manually tracking time with Auto:Time and billing in general.

If you are migrating from an existing billing program, you'll want to complete your current billing cycle in your existing billing program, transfer any balances due and deposits to Smokeball, and then start billing in Smokeball.

If you have any questions on the best plan to migrate to Smokeball, reach out to your Account Manager. Our Account Managers migrate people from all different types of billing processes and systems so we can make a plan that works for your firm and sets you up for success.

How to Migrate Billing to Smokeball

Enable Smokeball Billing

Billing Settings

Create Carry Over Balance Entries

Deposit Funds for Account Carry Over Balances

Additional Matter Settings


Enable Smokeball Billing

  • Once you've completed the final billing in your previous billing program, you will want to make sure billing is activated.
    • To activate billing, select "enable integration of Time & Expenses" in the Time & Billing Settings in Smokeball Settings.
    • Set your billing units for rounding entries and make sure Smokeball Billing is selected under "Billing Integrations."

  • Firm Owners can turn on the ability to Auto-save finalized invoices from Smokeball Billing to the matter.
    • To activate this feature, select "Auto-save Billing related PDF documents to a Matter" under Billing Integrations in the Time & Billing settings.
    • Once selected, any finalized invoices from that point forward will be saved in a newly created folder in the matter labeled Billing>Invoices.
    • If a finalized invoice is edited or deleted in Smokeball Billing, it will be removed from the matter

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Billing Settings

  • Once you have Time & Billing enabled, set up your Smokeball Billing Settings.
    • Log into Smokeball Billing by selecting the Billing button.
    • Smokeball Billing will open in a browser. Use your Smokeball login to access Smokeball Billing. Note: You must be using Google Chrome for Smokeball Billing. If you do not have Smokeball Billing set as your default browser. Open Google Chrome and go to billing.smokeball.com
    • Smokeball Billing has a variety of settings. Learn more about Smokeball Billing Settings. 


Create Carry Over Balance Entries

  • Now that everything is set up, you are ready to transfer any outstanding balance due to the Smokeball matter. by creating a fixed fee entry for "balance due from previous billing program."
    • From the Time & Expenses tab within a matter, select the "Time/Fee" button on the action bar and create a fixed fee entry for the balance due.
    • Enter in a subject, additional details in description, and amount, and save. Note: set up Activity Codes in Billing Settings to save time for this process.
    • Follow similar steps for transferring Expenses as well. Learn more about time, fee, and expense entries in Smokeball Billing.
    • Carry over balances will appear as a line item on the next invoice you send to the client through Smokeball Billing.


Deposit Funds for Carry Over Balances to Trust or Operating Retainer


Additional Matter Settings

  • You are ready to start tracking time and using Smokeball Billing. Review additional articles for anything you need to get done in Billing.
    • If you have previously used these features in other billing systems, take an extra step to set up those settings for each client as well.
    • Smokeball Billing has additional features and settings like Evergreen Retainer, Interest, and Payment Plans. Many of these features have additional settings to configure prior to using in Billing Settings.
    • Additional Matter settings can be accessed by selecting the pencil icon on any matter.

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