Once you have sent invoices to clients and started applying payments, Smokeball is loaded with easy to use features to help you complete your Billing Cycle and get paid.
This article will point you in the right direction on using the following features:
Credit Card Payment Processors
Invoice Reminders
Smokeball has the ability to send past due reminders to clients with no new balance. This feature is helpful for any clients that do not require a new invoice to be sent out, but still have a balance due.
- Set up your Invoice Reminders settings under Email Templates in Billing Settings prior to using this feature.
- You can find Reminders on the Invoices tab.
- (1) There are a variety of filters to narrow down which reminders you want to send
- (2) Select which debtors to send reminders to
- (3) Choose "combine in PDF" for printing or downloading to send or "email reminder" to email directly from Smokeball.
- Learn more about Past Due Invoice Reminders.
Billing Reports
Smokeball 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 Reports.
Payment Plans
Payment Plans help your clients stay current on their payments.
- Use Payment Plans in Smokeball to make sure clients are on time with their payments and ensure you get paid properly.
- Learn more about Payment Plans.
Evergreen Retainer
Evergreen Retainers can be very helpful when setting up a minimum balance for clients to maintain in their trust account.
- You will first need to activate Evergreen Retainer in your settings before using this feature.
- Once activated, you can set an overall default for matters, activate and edit requirements for Evergreen Retainer on a matter basis, and send retainer trust deposit requests by email to clients.
- Learn more about Evergreen Retainer and sending Evergreen Requests.
Interest
Smokeball includes the option to add Interest on past due invoices. Interest is set on a matter by matter basis.
- Set up Interest by selecting the pencil to edit the Matter in Smokeball Boost. Scroll down to Late Payment Details.
- Late Payment Details: Select and enter you interest percentage. Interest is calculated on daily on a per annum basis.
- Grace Period - If you do not select a grace period, interest will start to accrue and be charged the day after the due date on the invoice.
- If a Grace Period is selected, enter the amount of days and additional options will appear.
- Calculate Interest From - If you select Invoice Due Date, interest will start to calculate from the day after the invoice due date after the grace period.
- If you select After Grace Period, interest will start to calculate the day after the grace period.
- Interest can be added retroactively for clients with past due balances as well.
- Learn more about Interest.
Credit Card Payment Processors
- Both Smokeball Payments and LawPay allow your clients to pay their invoices with credit credit cards.
- Clients can make a payment directly to an invoice using the "pay now" link on their invoices.
- You can also accept manual credit card payments or request credit card deposits to trust with Smokeball Payments or Law Pay.
QuickBooks Online Integration
- The integration is a one-way sync from Smokeball Boost to QuickBooks Online.
- When signing up for QuickBooks Online, any subscription will work for the integration.
- Learn more about Smokeball's QuickBooks Online integration.
Bank Reconciliation
Since Smokeball is your single place for depositing funds, creating invoices, and tracking payments from clients, it is simple to reconcile your bank for trust transactions.
- If you have never done a Bank Reconciliation in Smokeball Boost, you will need to follow the setup instructions or request training from your Account Manager.
- Learn more about Bank Reconciliation.
