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.
User Permission Level Management
Firm Administrators can determine how much access each user has within the program based on the Permission Level they are assigned. The Permission Level must be chosen at the time the user is created/invited, however administrators can change the ...
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 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 ...
Experiencing degraded performance in CARET Legal?