How do I add a direct payment to an invoice?
With "Direct Payments" you can add one payment to one invoice
- Go to the invoice page that you are looking to add direct payment to
- Click on the "+" button on the Payments action bar, found below the line items. (If pre-bill is activated the invoice must be approved before any payment can be applied to it)
- This will open the Record Payment window where you can enter all of the payment information. Once saved the payment will be reflected on the client's invoice.
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 apply direct payment to more than one invoice for a client?
With "Apply Direct Payment" you can add one payment to multiple invoices from multiple or specific matters for a contact Go to the Accounting section, click on the "+" and click Apply Direct Payment. This will allow you to apply a payment to a ...
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 ...
Bill Flat Fee Invoice Video
How Do I Apply a Retainer to Invoice(s)?
With "Apply Retainer" you are able to apply multiple payments from a specific bank account (that were entered in as new retainers) to multiple invoices from a specific matter Go to the Accounting section, click the "+" on the green action bar ...
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