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 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 More Actions button of the individual invoice record or select multiple ...
How Do My Clients Register Their Caseway Account?
If you need to send your clients invoices or documents, you can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with getting your clients registered for Caseway. Before your client can log in, they will need ...
Can a Client Make a Partial Payment Through Caseway?
Clients can submit a partial payment through our Online client portal, Caseway. To do this, you will need to share the invoice with them via Caseway. Once they have logged in, they can choose the amount they wish to pay. At this time, clients can ...
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 ...
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 ...
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