How Do I Add a Rate Card to a Contact?
- Select the contact you would like to assign a Rate Card
- Click on the 'Billing' tab
- Select the Rate Card you would like to use
Adding a Rate Card to a Contact will only automatically update only for NEW Matters, not already existing Matters.
What Are Rate Cards and How Do I Use Them?
If you have a specific user rate that you use over and over again rather than having to set up user rates in the Matter or assign them to a Contact, you can create a rate card. These Rate cards can be selected on a Contact or for a Matter. To create ...
How Do I Add a Rate Card to a Matter?
Once you have already created your Rate Cards, you can add them to either a Matter itself or to a Contact. To add a Rate Card to an existing Matter: Go to the Options tab within the Matter Scroll down to Rate Cards and select from the drop down
What is Split Billing and How Do I Use It?
Split Billing allows you to divide the invoiced amount for services and expenses on a singular matter between multiple parties. First, make sure Split Billing is enabled on the Matter-Level. This can be done when you are creating the matter under ...
How Do I Add User Rates to a Matter?
If you need to add a special rate to a specific Matter that is outside of your default rate and rate cards, then you will want to set up user rates within that specific Matter. Select the 'Options' tab inside of the Matter Scroll down to 'User Rates' ...
How Can I Use Contact Tags?
Zola Suite includes a tagging feature that can be used to help categorize and search for Contacts. This feature can be used within the contacts section to create and export contact lists. A tag is a self-building library of keywords that the system ...
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