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, navigate to the Accounting section on the left menu, then click the + sign from the Invoices and Payments page.

  2. Next, click on "Apply Trust Funds (Batch)."
      

  3. Choose your source account. 
  4. Choose the destination account. 
  5. Set the 'apply date'. This should match the date the funds were actually transferred on your bank end. 
  6. Set the date range of invoices. This field uses the invoice date to narrow down which invoices should be paid. 
  7. Practice area and responsible attorney are optional filters. 
  8. 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. 


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