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 ...
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 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 pay multiple invoices for different clients at the same time?
In Zola Suite, you have the ability to pay multiple invoices at once with a single payment method using our Apply Direct Payment Module. If the payment is coming from a third party, and not the client themselves, you may need to pay invoices for ...
How do I have Retainers Automatically get Applied to Open Invoices?
With the Apply Trust Funds (Batch) option you are able to apply retainers from multiple Matters all at once. If Pre-Bill is active make sure that all invoices are approved and finalized before starting. Payments can only be applied to Approved ...
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