This calls for basic familiarization with SB Billing - training is included in your account payment. You can ask your account manager to set up a training.

Hi @Smokeball.Anonymous ,

This is a very broad question, but I will run through some things that may be relevant for you in my answer. As @JKibler pointed out, it is useful to organise training so we can nut out the specifics of your requirements! Off the top of my head…

For Trust Accounting:

• Ensure that your trust receipting is setup correctly with the following:
  1. Go to Billing settings > Accounts.
  2. Turn on all options under Trust and Controlled Money Options and click Save.

• Make sure that Trust receipt auto numbering is also set up:
  1. Go to Billing settings > Accounts > Trust Transaction Numbering.
  2. Complete the fields and click Save. Please refer to the following Support Hub article for further info: https://support.smokeball.com/hc/en-au/articles/12794462305559-Smokeball-Billing-for-Start-up-Law-Firms#step-4-set-up-trust-transaction-numbering-0-4
• Trust receipts should now pop-up upon recording the transaction in Smokeball.

For Billing:

• Click the Payment Detail button on the PDF invoice page to generate a payment receipt.
• Click the three dots … when looking at the invoice list, then click Print Detail to generate a payment receipt.

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I hope the helps! But please do also reach out to your onboarder or CSM to book in training.