Billing & Trust Accounting

Billing Settings

• Billing Settings Overview
• Change billing increments for time and fee entries
• Invoice Settings & Invoice Templates
• Setup the eInvoice Portal in Smokeball Billing and Smokeball Start
• Billing Activity Codes

Billing and Invoicing

• Create an invoice
• Add a surcharge to an invoice
• Apply interest to an invoice
• Remove interest from an invoice
• Send Invoices from Smokeball Billing
• When to Use Void, Edit, and Waive in Smokeball Billing
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Payments

• Set up credit card payments for trust deposits
• Reverse or Delete Transactions
• Bulk Finalize with Payments
• Payment Plans
• Check Printing
• Add Payment to a Single Invoice
• See all 8 articles

Trust Reconciliation

• Bank Reconciliation in Smokeball Billing

Trust Accounting

• Add an Evergreen Retainer request to an invoice
• Manage multiple trust accounts
• Evergreen Retainer
• Deposit funds in Trust or Operating Retainer accounts
• Record a trust payment
• Transfer Funds from Trust or Operating Retainer
• See all 10 articles