September’s Billing release contains updates and a bug fix to Smokeball Billing and Smokeball Start. Read on to learn more.
Grow and Prosper Feature
Sending invoices through Communicate is exclusive to Grow and Prosper users.
- You can now send invoices through Communicate.
- Invoices sent through Communicate are more secure than those sent through email.
- Clients can view invoices on the Communicate web site or on a mobile device using the Communicate app.
- Learn more about sending invoices through Communicate.
- 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.
- 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.
- 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
- 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).