How Do I Add a Rate Card to a Matter?
To add a Rate Card to an existing Matter:
How Do I Add a Rate Card to a Contact?
If you have a client that has or will have multiple Matters you can select a Rate Card for them and all new Matters will automatically pull these rates. To add a Rate Card to a Contact: Select the contact you would like to assign a Rate Card Click on ...
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 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' ...
What Are the Different Billing Types?
Within Zola Suite, there are multiple options for how you would like to bill each Matter. Below are all of the options Zola Suite offers and how each of them will work for any time entries you create: Time-Based Only: This will make all of the time ...
How do I bill an expense paid by a credit card?
Credit card expenses can be created from the following places: -Time and Expenses -Time/Expense tab in a matter -Banks and Registers -The Quick Add tool Creating a credit card expense would be very similar to a hard cost, except the expense will be ...
Experiencing degraded performance in Zola Suite?