Can my clients pay their invoices online?
Zola Suite invoices can be paid with a credit card online through our integration with APX
. In addition to securely sharing invoices via Caseway
, you can also send your clients a link through email
or our Bulk Billing Center
that will allow them to directly access their open invoices without having to register or log in. This feature is available for Enterprise and EnterprisePlus users.
To Email them a secure payment link, simply click on the 3 vertical dots to the right of the invoice from the main accounting page and select "Send as Attachment w/ Link".
Bulk Billing Center
For the invoice to be eligible, the invoice send method must be set to Email PDF
In the Bulk Billing Center, select the Email option.
Once you get the the step where you are asked to edit the Draft, you can include a code to have the payment link inserted in the email. Simply copy and paste it into the body of the draft.
The system will automatically generate a link that will direct the client to a page that displays only their open invoices.
When the recipient clicks on the link, they will be directed to a page that looks very similar to the Caseway Portal. They will see a listing of their open invoices. The invoices will be separated by Matter if they have multiple open Matters.
Each link generated is unique to that client and should not be copied and pasted to other recipients unless that other recipient should have explicit access to those invoices.
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 ...
What Can I Share With Clients Through the Caseway Client Portal?
Zola Suite’s secure client portal, Caseway, allows: The firm to share documents with clients Clients to share documents with the firm The firm to send invoices with clients Clients to pay their invoices with a credit card. *This requires a connection ...
How Do I Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: Send the invoice as an Email attachment or "Share via Caseway" To get started: Go to "Invoice & Payments" tab in the Accounting section Click on the More Actions button of the individual ...
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 ...
Can a Client Pay a Retainer Through Caseway?
At this time, clients can only submit direct payments to existing invoices through our client portal, Caseway. We do not recommend invoicing retainer fees because this will affect your P&L. You can always send a document reflecting the need for a ...
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