Billing & Trust Accounting

Firm Settings

• Smokeball Firm Settings Overview
• Disable the Pay button and QR code for a matter's invoices
• Change billing increments for time and fee entries
• Configure Invoice Settings and Invoice Templates
• Set up the eInvoice Portal
• Set fee estimate on a matter
• See all 8 articles

Boost Matter Management

• Matter Basics
• Calendar View
• Create Calendar Events
• How to create tasks
• How to use the Communicate Client Portal
• How to record a memo
• Importing files and folders into a matter

• Matter Basics
• Calendar View
• Create Calendar Events
• Tasks
• Send messages and files via the Communicate Client Portal
• How to record a memo
• Importing Files and Folders

• Getting Started With Smokeball Boost

Billing and Invoicing

• Display a professional fee summary on an invoice
• Set Up Rate Sets for Staff
• Create an invoice
• Add a surcharge to an invoice
• Apply interest to an invoice
• Remove interest from an invoice
• See all 20 articles

Payments

• Apply credit card payment to an invoice
• Set up credit card payments for trust deposits
• Reverse or Delete Transactions
• Bulk Finalize with Payments
• Payment Plans
• Set up Check Printing
• See all 9 articles

Billing Reports

• Generating an Income Allocation Report in Smokeball

Trust Reconciliation

• Bank Reconciliation in Smokeball

Trust Accounting

📖 Trust Accounting Basics

• Add an Evergreen Retainer request to an invoice
• Manage multiple trust accounts
• Refund trust or operating retainer transactions and paid invoices
• Set up an Evergreen Retainer
• Create Bulk Trust Payments
• Deposit funds in Trust or Operating Retainer accounts
• See all 12 articles