Streamline your firm's billing process by utilizing the email templates provided in Smokeball. By default, Smokeball will include your firm’s logo at the top of the email, provide a payment link near the top of the email, and is designed to render well in popular email clients such as Gmail and Outlook.
You can change the subject line and body text of invoice, invoice reminder, and evergreen retainer emails sent from Smokeball.
-
Select the cogwheel in the lower left corner to access firm settings.
-
Select the Email Templates link and then select the Invoices, Invoice Reminders, or Evergreen Retainers tab to edit a template.
- In this section you can amend the email templates for sending out invoices, sending out reminder notices for overdue invoices, and sending reminders to top up the trust account.
- You can also use 'Template Placeholders' to insert fields that will pick up information from the matter/invoice. Note: A list of the template placeholders is available at the end of this article.
-
Select the Save button to finalize your changes.
Additional Options
- Use the Send a Copy of the Email to the User toggle to generate a copy of the message for your email account.
- Under Invoices, you can also attach a copy of the invoice along with your message using the Attach the Invoice to the Email as a PDF Document toggle.
- Use the Notes textbox to add additional instructions for your Invoice Reminders.
- Selecting the Show an Account Summary on the Invoice toggle under Invoice Reminders will also give you the option to display the transaction history for each account.
- Learn more about sending Invoice Reminders.
List of Template Placeholders
This field inserts the name of the debtor.
This field shows the total amount due for the debtor across all matters.
The amount due for the debtor on this specific invoice. It does not include past due balances; it only includes new charges from the current invoice.
Total amount due for the entire matter across all debtors.
The amount past due.
Invoice due date.
Total hours invoiced.
This field includes the following identifiers: Internal Reference Number, Last Name of the client or name of the business/trust, and matter type.
The individual assigned as Person Assisting on the matter.
The current Smokeball user.
The name of your firm.
The individual assigned as the Attorney Responsible on the matter.
The individual assigned as the Originating Attorney on the matter.
The amount needed to be paid to bring the Trust balance up to the minimum threshold on the invoice.
The debtor's overdue amount which can be included in the Invoice Reminder.
The firm's phone number.
The amount requested on an evergreen request email.
The replenish up to amount for the evergreen retainer.
The minimum trust threshold for the evergreen retainer.
The current trust balance.
The reason for requesting the trust deposit.