Recent Articles
How Do I Configure Bulk Billing Within My Firm Settings?
The Bulk Billing Center allows you to automatically print or blast email all of your clients whose billing preference is set to Email PDF with their respective invoices or statements of accounts. These emails with the invoices attached will be sent ...
How Do I Set Up Primary Clients and Billing Contacts When Configuring Bulk Billing?
The last step in setting up your firm's Bulk Billing after configuring the DNS and Firm Settings is setting up your Primary Clients and Billing Contacts. On the Primary Client's contact card, ensure that a valid email is selected as the Billing ...
How does my client make a payment through Caseway?
Prerequisite: The firm will need to share an invoice with the client for it to be visible in the Caseway client portal Caseway users can make payments to shared invoices via Caseway by following the steps below: Login to Zola Caseway. Under Invoices ...
How do I refund a client’s payment using APX?
When you process a client payment that was made through APX, that payment can easily be refunded right in Zola Suite. To create the refund, you will first need to go to the main accounting sections and select Banks and Registers. Select the account ...
How do I process a payment using APX in Zola Suite?
Once you have successfully signed up with APX, and your accounts have been verified, you will be able to start processing payments. You can apply payments directly to invoices or create retainers in Zola Suite, in addition to sharing invoices with ...