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 specific Invoice, or multiple invoices for the same client, without going directly to that invoice.
Please note that this option is also available in the Quick Add menu.
If you are looking to apply a single payment to multiple invoices for different clients, click here
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 ...
How Do I Add an Invoice Level Discount?
If you would like to discount an entire invoice for a client you can do so inside of the invoice. You are also able to add line item discounts. Select the Invoice that you would like to discount Add an amount in the "Discount" field at the top of the ...
How Does My Client Make a Payment Through Caseway?
Prerequisite: The firm will need to share an invoice with the client for it to be visible in the Caseway client portal Caseway users can make payments to shared invoices via Caseway by following the steps below: Login to Zola Caseway. Under Invoices ...
What are Billing Groups and how do I use them?
There may be situations where you will need to categorize or filter matters for billing purposes that we do not have default data fields for. In these instances, you can make use of "Billing Groups" to establish custom filters when generating ...
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