Can I send my client a link where they can pay their invoices online?

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.

Direct Email

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.

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