How Do I Add Interest to My Invoices?
How to Charge Interest on Overdue Bills?
Occasionally, you may have clients who have overdue invoices. If you wish to charge them interest, or a late fee/penalty, you now have that option in Zola Suite. Before Interest charges can be generated, you must first enable this setting under Firm ...
How do I add who performed each line item to an Invoice?
First, ensure that all members of your firm have their initials entered into the User Initials field of My Settings. Next, Go to the Invoice Customization page of Firm Settings Then, set the Timekeeper field to be Visible When you add line items to ...
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 Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: "Send as Attachment" or "Share via Caseway" Go to "Invoice & Payments" tab in the Accounting section Click on the menu in the far right of the individual invoice record or select ...
How to Use the Quick Add Feature to Add Entries From Any Page?
The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.
Experiencing degraded performance in Zola Suite?