Smokeball Bill has robust settings to help with all aspects of the billing cycle. If you are new to Smokeball Bill, make sure to configure your settings before using all the features available to you. You must review Invoice Settings before you can create your first invoice.
This article provides an overview of all the settings in Smokeball Bill. Some features require additional configuration covered in the linked related articles.Â
How to find Firm Settings
On the lower left corner of Smokeball, select the gear icon to access your settings.
Types of settings
- Firm Details: Basic information of your firm, including firm name, contact numbers, and addresses. This information is used to automatically fill in the fields used in email templates.
- Staff & Users: Add new users and edit the information of existing users in your firm, such as the default billing rate.
- Time & Activities: Change your billing units, create activity codes or set up LEDES/UTMBS billing.
- Rate Sets: Set up a schedule to manage rate increases for your staff. Learn more about Rate Sets.Â
- Invoice Settings: Set up your invoice layout and add your logo, default payment due dates, eInvoice settings, and all the options you want to appear on your invoices. You can also create Invoice templates for different areas of law or billing types. Learn more about Invoice settings and Invoice Templates.
- Email Templates: Review and edit any email templates in Smokeball Bill, including the templates used for invoices, invoice reminders, and Evergreen Retainers.Â
- Accounts: Set up your trust account settings for payment receipts, check printing, evergreen retainers, transaction numbering, and bulk finalizing payments.Â
- QuickBooks: Smokeball Bill integrates with QuickBooks Online for your accounting system, back-office, and general ledger.Â
- Payment Provider: You can sign up with Smokeball Payments to process credit card transactions. For an alternative, Smokeball also integrates with LawPay.