How do I add who performed each line item to an Invoice?

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 your invoices, associate the responsible attorney to each item. The attorney's initials will show on the invoice with this line item.







    • Related Articles

    • 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 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 Invoice Unbilled Activities?

      You can invoice unbilled any of your time entries and expenses in the Accounting section. In the Invoice page, click the + button on the green bar and select "Invoice Unbilled Activities".  This will bring you to a page that shows all unbilled time ...
    • 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 ...

    Status

    Experiencing degraded performance in Zola Suite?