Can I Set a Starting Invoice Number?
If you want to set a specific invoice starting number or deleted an invoice and want to use that same number again, you can do so within Zola Suite!
- Go into the Firm Settings of your account.
- In Billing & Accounting Options you can set your starting invoice number at the top of the page. This number will be the Invoice number of the next invoice you create in Zola Suite.
Please note: When setting a new starting number, be sure to check that it does not conflict with any existing invoices - the automatic invoice numbering in Zola Suite does not prevent two invoices from having the same number.
How Do I Delete or Void an Approved Invoice?
If your firm does not allow editing of Approved Invoices, only Invoices that are Drafts or Pending Approval can be deleted. If you need to make changes to an Approved Invoice it must be Voided. Deleting or Voiding an invoice will move the activity ...
How Do I Add an Invoice Level Discount?
If you would like to discount an entire invoice for a client you can do so inside of the invoice. You are also able to add line item discounts. Select the Invoice that you would like to discount Add an amount in the "Discount" field at the top of the ...
How Do I Bill Flat Fees?
You can bill flat fees by creating a Blank Invoice: From the Accounting section, click the + button on the green bar and select New Invoice From Scratch. Now you can select that Matter you would like to create the invoice for. Now you will be able ...
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 ...
How Do I Set up Invoice Administrative Fees/Auto Charge a Percentage of Fees?
If your firm needs to automatically invoice certain clients for disbursements based on a percentage rate of fees, Zola Suite features an “Administrative Fee” option to facilitate that. This option can be enabled by default under Firm Settings and ...
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