Can my clients pay their invoices online?
Zola Suite invoices can be paid with a credit card online through our integration with LawPay
. In addition to securely sharing invoices via Caseway
, you can also send your clients a link through 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.
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 Do My Clients Register Their Caseway Account?
When you want to share invoices or documents with your clients, you can do so through our secure client portal, Caseway. Before they can log in, they will need to be invited by first sharing a Document or Invoice via Caseway Once they are invited ...
How Do I Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: "Send as Attachment" or "Share via Caseway" Go to "Invoice & Payments" tab in the Accounting section Click on the menu in the far right of the individual invoice record or select ...
Can I Share Multiple Documents at Once?
Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
How do I apply a partial payment to an invoice?
If a client will be paying invoices in installments or give you one large amount for multiple invoices, you may need to apply a partial payment. To do so: Select from either the Quick Add or in the Accounting Section, 'Apply Direct Payment' Fill out ...
How Do I Add a Payment to an Invoice?
There are multiple ways to add payments to client invoices in Zola Suite: Adding Payments as Retainers - If a client deposited funds for you to work and bill against, you can add the funds as a new retainer then apply the retainer individually or in ...
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