Create a Deposit Slip

Trust and operating retainer deposit slips can be created in Smokeball when you receive check or cash deposits that need to be presented at your Bank.

Here’s an example of a deposit slip:

To create a trust or operating retainer deposit slip:

1. Enter all relevant check or cash deposits.
2. Navigate to the Accounts tab.
3. Select the Deposit Slips tab and then choose Trust or Operating Retainer.
4. Select the Create Deposit Slip button.
5. Select the date range for transactions that you want to view.
6. Check all transactions that need to be banked.
7. Enter the Deposit Date, if different to today.
8. Select the Process button.
9. Click on your deposit slip to generate it as a PDF file which you can download or print.

Did You Know

• The Deposit Slips tab displays the slip ID, Transaction Date, Date Entered, Reference, and Amount columns. 
  • Date Entered refers to when the transaction was entered into Smokeball.
  • You can sort the slips by clicking on the grey column headers.
• You can click on the … to the right of the Amount column to view, edit, or delete the deposit slip. 
  • Use Edit Deposit Slip if you need to add a reference number after you have receipted trust/operating retainer money.