How Do I Add Credit Card Activity and Payments to Zola Suite?
Several ways to capture Credit Card Activity and Payments in Zola Suite are described below.
2- Recording Billable Activity to your Credit Card Register:
a. From Banks & Registers, click on the plus sign on the green toolbar.
Simply fill in the details of the credit card transaction.
Here you can create multiple line items and billable charges to clients
b. From Expenses, click on the plus sign and select "New Credit Card (Hard Cost)"
This will allow you to add the activity. Repeat this process until all line items have been added.
Download Bank/Credit Card Activity
Download activity from over 3000 financial institutions to quickly clear your accounts and assign any of them as billable expenses with a few clicks.
How Do I Link My Bank and Credit Card Accounts to Zola Suite?
By linking your bank or credit card you will download all account records into Zola Suite and have the ability to pull up-to-date reports and clear/match all your transactions. Go to the Accounting section and select Banks & Registers. Select View ...
How Can I Set Up My Credit Card Accounts Within My Zola Suite Account?
Zola Suite has an Accounts page where all Bank and Credit Card Accounts are located. This page can be found by: Going to the Accounting section Click on the "Banks & Registers" tab On the top green action bar click "View Bank Accounts & Credit Card ...
How does LawPay integrate with Zola Suite?
Zola Payments, powered by LawPay, allow you to record payments and charge clients either via direct payment to an invoice or when recording a new retainer by selecting "Credit Card-LawPay" from the "Payment Method" field
How Do I Attach Receipts to Expenses?
When making payments to expenses in Zola Suite you may want to store specific attachment records to the expense like a receipt and or a credit memo. Attach On the bottom of the check, expense or vendor bill detail/edit pages you will have the ability ...
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