Billing & Trust Accounting

Firm Settings

• Smokeball Firm Settings Overview
• Billing Activity Codes
• Assign a billing frequency to a matter
• Change billing increments for time and fee entries
• Configure Invoice Settings and Invoice Templates
• Set up the eInvoice Portal
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Billing and Invoicing

• Create a Client Statement
• Summarize time/fees and expenses on an invoice
• Create an invoice
• Edit, Waive, or Void Invoices
• Send an invoice
• Add a surcharge to an invoice
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Payments

• Troubleshoot Check Printiing
• Process credit card transactions with Smokeball Payments
• Smokeball Payments Notifications
• Make a retainer request with Smokeball Payments
• Add a Smokeball Payments link to an invoice
• Reverse or Delete Transactions
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Billing Reports

• Generating an Income Allocation Report in Smokeball

Trust Reconciliation

• Bank Reconciliation in Smokeball

Trust Accounting

📖 Trust Accounting Basics

• Settlement Disbursement
• Manage multiple trust accounts
• Record a trust payment
• Refund trust or operating retainer transactions and paid invoices
• Set up an Evergreen Retainer
• Create Bulk Trust Payments
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