When you pay a vendor or case-related fee, you have the option to note that the payment is an expense directly on the check as a hard cost or as a soft cost.
Hard Cost
A new check (hard-cost) can be created from two places:
Create a new check (hard-cost) from the Expenses tab of the matter:
Create a new check (hard-cost) from the Quick Add Tool:
When entering the information for the check, be sure to check off the "Bill" option to save the payment as a client expense, then click save:
The client can then be billed by going to the Accounting section:
If you have soft costs that you bill for often or on a regular basis, you can establish those expenses as a template. This will save you from having to fill in the description and unit price each time. To create a default soft cost, or template, ...
Hard Cost A Hard Cost is an expense that you directly pay to a vendor (i.e court fees). You can enter in a hard cost from the New Check window. When creating a Hard Cost you will reduce/credit your bank account and increase the selected account from ...
Within Zola Suite, there are 2 types of expenses, hard and soft costs. They will both be created and used differently. If you choose to make these expenses billable, you can invoice them. There are multiple ways to enter in Hard Costs and Soft Costs ...
In general invoices for a flat fee matter will come from a blank invoice with a service for the flat fee. However, if you are looking to also add soft and hard cost expenses to the invoice as well you will need to create the invoice from unbilled ...
When making payments to expenses in Zola Suite you may want to store specific attachment records to the expense like a receipt and or a credit memo. Attach On the bottom of the check, expense or vendor bill detail/edit pages you will have the ability ...