How Do I Apply Trusts Funds to Multiple Invoices at a Time?

How Do I Apply Trusts Funds to Multiple Invoices at a Time?

If you are looking to apply trust funds to more than one open invoice at a time, you can use the batch application of trust funds feature in Zola Suite. This feature allows you to choose a source account, where the funds are coming from, transfer the funds to the destination account, while simultaneously using the funds to pay any open invoices that fall within the criteria established. 

  1. In order to batch apply trust funds, go to the Accounting section on the left menu, then click the + sign from the Invoices and Payments page.
  2. Click on "Apply Trust Funds (Batch)" Choose your source account. 

  1. Choose the destination account. 

  2. Set the 'apply date'. This should match the date the funds were actually transferred on your bank end. 

  3. Set the date range of invoices. This field uses the invoice date to narrow down which invoices should be paid. 

  4. Practice area and responsible attorney are optional filters. 

  5. Lastly, you’re able to choose whether you want to pay the oldest invoices first or the newest. 

Once you click Apply & Close, you will receive a confirmation email with the details once funds have been applied. This allows you to see how much was transferred for each matter, as well as the total amount. 

    • Related Articles

    • 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 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 do I share invoices to Quickbooks Online?

      Do you use Quickbooks Online as your Primary Accounting program? If you wish to continue using Quickbooks Online to manage your Billing, but wish to use Zola Suite for Practice Management, you can generate bills for Time and Expenses then share them ...
    • Can I Edit or Delete Invoiced Time Entries?

      Zola Suite allows you to generate invoices from existing Time Entries and Expenses, which are considered "Unbilled Activity." Once the bill is created from that activity, the status will be marked as "Invoiced," and you will no longer see the edit or ...


    Experiencing degraded performance in Zola Suite?