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Billing & Trust Accounting
Billing & Trust Accounting
Resources to help you navigate billing in Smokeball.
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
See all 9 articles
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
See all 27 articles
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
See all 17 articles
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
See all 13 articles
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