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  1. Smokeball Support Hub
  2. Billing & Trust Accounting
  3. Trust Accounting

Trust Accounting

Manage trust accounts in Smokeball Billing.

    đŸ“– Trust Accounting Basics

  • Add an Evergreen Retainer request to an invoice
  • Manage multiple trust accounts
  • Refund trust or operating retainer transactions and paid invoices
  • Evergreen Retainer
  • Create Bulk Trust Payments
  • Deposit funds in Trust or Operating Retainer accounts
  • Record a trust payment
  • Transfer Funds from Trust or Operating Retainer
  • Create a Deposit Slip
  • Deposit and Payment Receipts
  • Protect funds in trust retainer accounts
  • Operating Checks
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