How do I add a direct payment to an Invoice?

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.




    • Related Articles

    • 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 ...

    Status

    Experiencing degraded performance in Zola Suite?