How Do I Add an Invoice Level Discount?
Select the Invoice that you would like to discount
Add an amount in the "Discount" field at the top of the invoice
Tip: In the "Notes Visible on Invoice" or "Internal Notes" field, notate the details of the discount.
If you would like to then refund the client click here.
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 add a line item discount to an invoice?
To notate a discount as a line item, please follow the steps below: Go to the Invoice page that you would like to discount Add or choose a line item to the invoice you would like to put a discount to. Enter the amount or percentage you would like to ...
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 ...
How Do I Write Off an Invoice?
There are times when you may bill a client, and do not expect to receive payment for this invoice. If you wish to remove this balance from your Accounts Receivable, you can write off the remaining balance. The amount will be Removed from AR, and ...
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 ...
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