Can I Set a Default Due Date for Invoices?
If you have a standard amount of time that all of your invoices need to be paid by, you can set that up within Zola Suite for all invoices
. This can also be changed on an invoices basis for edge cases. To set up a default due date:
- Due dates for invoices can be set within your Firm Settings under Billing Options.
- Within Billing Options, you will see a box labeled "Enter Due Days"
- If you wish to have all invoices due 30 days from the invoice date, type 30 in the box.
- Be sure to save your changes before exiting your Firm Settings.
How Do I Use Zola Suite's Date Calculator?
The date calculation tool is integrated into Zola's New Event Modal to allow you to calculate any number of days/weeks/months/years forward or backward from a specified date. For instance, if you need to complete a task 60 days prior to a certain ...
How Can I Schedule Events Based on a Specific Number of Days?
With our new Calculate the Date feature, Zola Suite can help you determine future or past event dates with the option to exclude weekends and federal holidays. When creating a New Event in Zola Suite, you will notice an option for "Calculate." The ...
How Do I Set Up My Initials for Invoices?
If you notice that the 'By' column on invoices is blank, then that means you have not set up your initials. Each user at the firm will want to fill these in to avoid confusion. Go to your My Settings Under User Profile, fill in the initials field ...
What are Default Payment Terms?
Under Billing Options: Firm Settings > Billing & Accounting Options section, there is a dropdown list for Default Payment Terms. This drop down field provides you with options to change the default terms of payment for all invoices generated. 1%/10 ...
What are Default Soft Costs?
If you have soft costs that you bill for often or on a regular basis, you can establish those expenses as a template. This will save you from having to fill in the description and unit price each time. To create a default soft cost, or template, ...
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