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Repeated automatic billing folders

  • January 10, 2025
  • 1 reply
  • 40 views

Hi everyone,

Just a quick one - we have set up Smokeball so that when we create a bill for a matter and finalise it, it automatically saves to the matter in a ‘Billing’ folder. However, matters that are being billed a second or third time are not being saved into the same folder (the one already made) - Smokeball is creating a new billing folder every single time we issue an invoice.

Is there a way to fix this so every matter doesn’t have several billing folders, and all invoices are saved to the first folder created?

Cheers! MJ

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  • Contributor
  • 1 reply
  • January 20, 2025

 we have set up Smokeball so that when we create a bill for a matter and finalise it, it automatically saves to the matter in a ‘Billing’ folder. 

 

How did you set this up? I’d like to do the same for our office and might be able to help troubleshoot as well.


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