Billing Release September 2022

September’s Billing release contains updates and a bug fix to Smokeball Billing and Smokeball Start. Read on to learn more. 

New Features

Grow and Prosper Feature

Sending invoices through Communicate is exclusive to Grow and Prosper users.

Updates 

  • When you create a matter from a contact, the Contact field will now be automatically pre-populated with the contact you’re viewing.  
  • The Pay Now button on PDF invoices is now larger. blobid0.png
  • The Protected Trust Funds feature will now only be displayed if Trust accounts are enabled for your firm.  
  • Added an Include firm logo option to reports.
    • Use this toggle instead of Include firm header to generate a report which includes your firm’s logo without the rest of your firm’s details.

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  • Credits Applied column labels in the Matter Balances report and exported Matter Balances .CSV file are now more consistent.
  • You can now filter Invoice Reminders by Matter Type.
  • The Finalize with Payments and Bulk Trust Payments screens now separate thousandths with commas.
  • The Deposit Slip page now includes an entered date (the date the transaction was entered into Smokeball Billing).
    • The Date field has also been renamed to Transaction Date.
  • The Only show invoices that have been reminded before checkbox on the Retainers tab no longer touches the label text

Bug Fixes 

  • Fixed an issue where changing the matter billing configuration cleared the minimum retainer settings.  
  • Fixed an issue where dynamically labelled field names (e.g., Client (Payor)) were not correctly displayed when editing a matter.
  • It is no longer possible to have identical client and other side role names when creating a matter.
  • The fees table will no longer overlap with the QR code on invoices that do not have a title or subtitle.
  • Currency values will now consistently use commas to separate thousands (e.g., $2,500,000.00). 
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