How do I generate LEDES Invoices?
To generate a LEDES Invoice
, you will need to make sure UTBMS Codes are enabled in your Firm Settings as well as in the Matter you wish to bill.
- Go to Firm Settings
- Click on Billing & Accounting Options.
- Under Billing Options, you will be able to select the UTBMS Codes you wish to activate
- Go to the Matter Details Page of the Matter you would like to enable UTBMS code on
- Click on the Matter Options Tab
- Enable the UTBMS Codes for that Matter
- Generate your New Invoice
- Once the invoice is created, select the 3 vertical dots to the right of the invoice.
- Select Print LEDES
Where Can I Input My Tax ID for LEDES Invoicing?
If you are generating LEDES invoices and your uploader requires your tax ID to be present on the invoices, you can input that ID into Zola Suite. Go to Firm Settings Under Billing, select Billing & Accounting Click on 'Update Tax Payer Id' ...
How do I share invoices to Quickbooks Online?
Do you use Quickbooks Online as your Primary Accounting program? If you wish to continue using Quickbooks Online to manage your Billing, but wish to use Zola Suite for Practice Management, you can generate bills for Time and Expenses then share them ...
Can Invoices Be Customized?
Absolutely! We recognize the need to make all touchpoints with your clients consistent with your firm's branding. You can easily select the information you'd like included, upload your logo, select fonts and customize colors through “Invoice ...
How Do I Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: Send the invoice as an Email attachment or "Share via Caseway" To get started: Go to "Invoice & Payments" tab in the Accounting section Click on the More Actions button of the individual ...
How Do I Generate an Amount for Trust Replenishment on a Client’s Invoice?
If your firm requires that clients maintain a specific trust balance, the "Required Trust Balance" can be configured to incorporate that number into the client’s invoice balance. Under the Matter Options tab, you will find the "Required Trust ...
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