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Question

Transfer balance of credit note to another matter - same client?

  • April 16, 2026
  • 2 replies
  • 17 views
V

We had a client overpay an invoice on a particular matter. No biggie, we created a credit note and eventually invoiced the matter again, applying the credit to the outstanding balance of that new invoice. However, there still remains a balance on the credit note ( >$1k) and we wont be issuing any further invoices on this matter as that matter is now complete.  Can we transfer the balance of the credit note to another matter under the same client?  If so - how? 

2 replies

J
Smokeball Team
  • Jess SantosSmokeball Team
  • Smokeball Team
  • April 22, 2026

Hi ​@VictoriaWLC,

At the moment, credit note balances in Smokeball Billing are matter-specific, so they can’t be directly transferred to another matter under the same client.

If no further invoices will be issued on the completed matter, the cleanest approach is usually to refund the remaining credit to the client, then receipt or apply payment on the other matter as needed.

This helps keep the audit trail clear and avoids any reconciliation issues.

V
  • VictoriaWLCContributor
  • Author
  • Contributor
  • April 22, 2026

Hi Jess, 

Thanks for your response. Can I ask how on smokeball I go about refunding the remaining credit - does this mean to reverse the credit note?

I note that the only credit I seem to be able to reverse is the payment of the credit towards the outstanding balance of the invoice - I don’t want to reverse this transaction. I only want to be able to reverse the balance of the credit note. Does that make sense? 

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