Billing Release July 2022

Below are the highlighted new features released in July 2022 for Smokeball Billing:

Mark Time and Expenses as Billable/Non-Billable in Bulk

Email Template Updates 

CC and BCC Support for Billing Emails

Opening Balance on the Retainer Statement Report 

Other Updates

Mark Time and Expenses as Billable/Non-Billable in Bulk

  • Smokeball Billing has added a feature that enables the selection of multiple line items and the ability to mark all of the selected items as billable or non-billable using the new Bulk Actions button.

  • Learn more about this new feature in our Time or Fixed Fee Entry article.


 Email Template Updates

  • Email Templates in the Firm Settings of Smokeball Billing have been updated for styling and functionality.    
    • The placeholders are now consistent across the Invoices, Invoice Reminders, and Evergreen Retainer tabs. 

    • New placeholder values have been added to the templates to improve customization and consistency.

    • All the placeholder values in the drop-down menus now have description details. 
  • Learn more about Billing Settings.

CC and BCC Support for Billing Emails

  • Smokeball Billing now enables users to CC and BCC email addresses on individual matters.
    • CC and BCC email addresses will appear when drafting an email to send on the matter. 
    • CC and BCC email addresses will also be included in evergreen retainer emails and invoice reminder emails.
    • Selecting the sent envelope icon on the Invoices page will now display cc and bcc email addresses.
    • Lean more about adding CC and BCC email addresses. 

Opening Balance on the Retainer Statement Report 

  • The Retainer Statement Report now displays the opening balance of the operating retainer and trust account at the start of the designated reporting period.
  • The opening balance is the starting value used to calculate the figures displayed in the report’s Balance column.

Other Updates

  • Selecting the unpaid or overdue summary total in the upper right-hand corner of an individual matter now applies a filter to the Invoices tab. For example, selecting the “Unpaid” summary total will only display unpaid invoices.
    • Selecting the unbilled summary total will display the Time & Fees tab.
    • Selecting the credit, operating, or trust summary total will display the Transactions tab. 
  • The placeholder for the Smokeball Start login page has been changed from “Username” to “Email Address.”

 

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