Smokeball Start Add Payment Multiple Invoices

You can add a payment to multiple invoices that are unpaid or overdue on a specific matter.

In addition, this feature is helpful when you have multiple invoices across multiple matters to the same debtor. Smokeball Start also allows you to set up payment plans to help you get paid by your clients. Learn more about Payment Plans.

This article walks through how to make payments for both scenarios.

How to Apply a Payment to Multiple Invoices on a Matter

How to Apply a Payment to Multiple Invoices on a Debtor

Invoice Payment Receipt


How to Apply a Payment to Multiple Invoices on a Matter

  • From a matter, on the invoices tab, select "Add Payment" (you also have a similar option next to it to "Add Credit" to the matter)
    • Note: All outstanding invoices will be under Unpaid and Overdue, but these filters do  not need to be selected in order to add a payment

  • Follow the steps on the screen to add the payment.
    • (1) Confirm contact paying
    • (2) Enter the total amount paid
    • (3) Choose the type of payment from available options
    • (4) Allocate payment amounts to individual outstanding invoices
    • (5) Process to complete the payment
    • Note: Selecting the boxes to the right of the invoices applies to the total of the remaining unpaid amount of the invoice, not the remaining amount of the payment


How to Apply a Payment to Multiple Invoices on a Debtor

  • From a matter, on the invoices tab, select "Add Payment"

  • Follow the steps on the screen to add the payment.
    • (1) Select "client/debtor" and confirm the client/debtor and the contact paying.
    • (2) Enter the total amount paid
    • (3) Choose the type of payment from available options
    • (4) Allocate payment amounts to individual outstanding invoices
    • (5) Process to complete the payment
    • Note: If there are different debtors assigned to invoices on a matter, only the invoices assigned to this debtor will show on this payment screen.


Did you know...

  • The option to add a payment to multiple invoices is also found by selecting the "+" on the top left of the Smokeball Start screen and selecting "Receive Payment"

  • There is also an option on the global Invoices screen in Smokeball Start.
    • Note: You will have to fill out the Matter or Debtor and Paid By fields if selecting either of these options.

  • You can not enter an overpayment when adding a payment to multiple invoices
  • You can add a payment to an individual invoice from any of the ways outlined in this article or from the Add Payment to an Individual Invoice article.

Invoice Payment Receipt (Invoice Statement)

Once an invoice is paid, you can provide a receipt for that payment.

  • Select the invoice statement button to generate a payment receipt for that invoice.
  • The Invoice Statement will appear in a new tab. The receipt will show all payments applied to the invoice.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section