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

• 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.

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.
  
• 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

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).