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

• Save an invoice to a matter
• Split Billing
• Can I record non-billable business development expenses in Smokeball?
• Create a Client Statement
• Summarize time/fees and expenses on an invoice
• Create an invoice
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Payments

• Configure clearance days for pending payments and trust receipts
• Surcharges and Smokeball Payments
• Cancel a payment plan in the Smokeball Payments portal
• Request a refund through Smokeball Payments
• Troubleshoot Check Printing
• Process credit card transactions with Smokeball Payments
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Billing Reports

• Generating an Income Allocation Report in Smokeball

Trust Reconciliation

• Bank Reconciliation in Smokeball
• Cancel a bank reconciliation

Trust Accounting

• 📖 Trust Accounting Basics

• Trust Payment Requests
• Bulk Trust Deposits
• Settlement Disbursement
• Manage multiple trust accounts
• Record a trust payment
• Refund trust or operating retainer transactions and paid invoices
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