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 the required fields in the top section
- Check off the invoice(s) you would like to apply the payment to and change the 'Amount to Pay' for the partial payment
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 ...
Can a Client Make a Partial Payment Through Caseway?
Clients can submit a partial payment through our Online client portal, Caseway. To do this, you will need to share the invoice with them via Caseway. Once they have logged in, they can choose the amount they wish to pay. At this time, clients can ...
How Do I Apply a Retainer to Invoice(s)?
With "Apply Retainer" you are able to apply multiple payments from a specific bank account (that were entered in as new retainers) to multiple invoices from a specific matter Go to the Accounting section, click the "+" on the green action bar ...
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 ...
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 ...
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