Create Bulk Invoices

Smokeball makes it easy to create invoices in bulk.

Whether you are responsible for creating, editing, and finalizing all invoices, or creating drafts for attorneys to review, Smokeball has all the features you need in Bill, Boost, or the web app.

From the Invoices View, select the Create Invoices tab.

1. 1. Filter the invoices list, dollar amounts unbilled, date range, billing types, area of law, matter status, the attorney responsible, etc.
   2. Use the checkboxes to select the individual matters that have entries available to create invoices. You may also wish to use the checkbox in the grey column header to select all. Finally, you can use the grey column headers to sort your list.

Once you've selected the invoices you want to create, select Create.

• The best practice is to save the invoices as drafts for further review. You can bulk finalize drafts and review invoices individually to make changes easily from draft invoices.
• If you want to go from unbilled time to a finalized invoice, you can choose to finalize invoices as well.

All draft invoices are available on the Invoices tab.

1. 1. Filter the invoices list, dollar amounts unbilled, date range, billing types, area of law, matter status, the attorney responsible, etc.
   2. Use the checkboxes to select invoices to select invoices. Use the checkbox in the grey column header to select all. 
   3. Select Download and then select Combined PDF or Combined PDF with Cover Letter from the drop-down menu if you want to create pre-bills or review draft invoices in PDF format. 
      • Learn more about combining multiple invoices with a cover letter. 
   4. You can also Add Payment or Add Credit in bulk using the appropriate buttons.
   5. Select the Bulk Actions button and choose an option from the dropdown menu to finalize bulk invoices or delete multiple drafts. 
   6. It is possible to bulk finalize invoices with payments as well. Learn more about how to Bulk Finalize with Payments.

Note: Once a draft invoice is deleted, all entries are sent back to the matter to be able to be invoiced again.  Time, fees, and expenses are not deleted along with the invoice.

Video Demonstration

We also have a video aid for creating bulk invoices. Note: This video uses an older interface of the Smokeball web app, but the steps are very similar.