Smokeball Start - Credit Memo

Smokeball Start users can use the Credit Memo feature to issue credits to a client. These credits can be applied to a prior balance or a future invoice.  Credits also allow firms to pay for an expense and then pass that expense through to their clients. If the firm receives a partial or full reimbursement, the firm can give that amount back to the client in the form of a credit.

How to Add a Credit Memo

Applying a Credit to an Invoice 

Credits, Bulk Finalize, and Pay 

Credit Memo Ledger 

Applying Credit to Outstanding Invoice

Credit Memos and Reports

How to Add a Credit Memo

  • Credit Memo's can be added in several spots throughout Smokeball. 
  • From the Quick Add screen in Smokeball Start: 

  • From the Matter and Contact screen: 

  • From the Transactions tab in a matter in Smokeball Start: 

  • From the Global Screen in Smokeball Start: 

  • When a user selects to add a credit, a pop-up will appear, allowing the user to input the credit's details. 

Applying a credit to an invoice 

  • To incorporate Credit Memos in to Finalize with Payments, settings are updated under the Accounts (1) > Finalize with Payments (2) section to include Credit.  Credit will be in the first position as default, but clients may reorder to their desire.

  • On a draft invoice upon finalizing (1), you will be able to apply credit (2).  This will show on the invoice.

  • Applied Credits will appear on the invoice in the totals section as well as the payment summary.

Credits, Bulk Finalize, and Pay

  • Credits can be incorporated in to your Bulk Finalize and Pay process: 

  • Select the ‘At least $xx in Credit’ filter to only show matters with a draft invoice with a credit balance.

Credit Memo Ledger

  • A ledger has been added for Credit Memos. These ledgers will show all credits entered or applied ot their respective sections 

  • When viewing invoice lists (1) on a matter, contact, or global level, a credit column (2) has been added to show credits applied to that invoice.

  • Credits (1) applied will also appear on the right totals panel when viewing a finalized invoice.  Credit (2) that can be used to apply to the invoice will also show here.

  • Available credits (1) will also show in the top right totals.  Clicking on the credit balance will take you to the Credit Memo Ledger.

Applying Credit to Outstanding Invoices

  • Credits can also be applied to an outstanding invoice be selecting Add Payment and choosing credit as the payment type.

 Credit Memos and Reporting

  • A new report titled Credit History has been created to show all credits added and applied.
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