Deposit and Payment Receipts

Javier Rodriguez-Martin

May 09, 2022 05:35

PDF

Smokeball Billing includes features to provide receipts for payments or deposits to Trust or Operating Retainer.

This article walks through how to set up your Trust Account Receipts Settings and how to generate a receipt for transactions.

How to Set Up and Generate Receipts

In Smokeball Billing settings, set up your Trust Account Settings
- Enable the Trust Account, provide a Trust Account name, and select the options.
(2) Make sure the Trust Account is activated and enter the Trust Account Name as you want it to appear on the deposit receipt
(3) Choose to always open a PDF receipt after you create a trust deposit (optional)

Unless you select "always open PDF receipt" as a default, select the option to open a receipt when making a deposit or payment.

If a receipt is not generated by default, you can generate a receipt at any time from the individual transactions

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