How do I bill a client for an expense?
When you pay a vendor or matter-related fee, you have the option to record that payment as an expense directly through a check as a hard cost or as a soft cost.
Create a new check (hard-cost) from the Expenses tab of the Matter, or from the Quick Add menu
2. When filling out the check, check off the "Bill Client" option to save the payment as a client expense.
3. Save the check.
Create a new Expense(Soft Cost) from the Expenses tab of the Matter, or from the Quick Add menu
When filling out the expense:
Select the Matter from the dropdown menu
Fill in a description of the expense (ex - Postage)
Enter the numerical amount without a $
Check off the Billable option
Save the expense.
To bill the client for the expense, go to the Accounting section.
Click the "+" on the green action bar and select Invoice Unbilled Activities.
2. Select the expense that you would like to create an Invoice for and click
3. Generate Invoice(s).
The selected Unbilled Activity is now an invoice!
How do I bill an expense paid by a credit card?
Credit card expenses can be created from the following places: -Time and Expenses -Time/Expense tab in a matter -Banks and Registers -The Quick Add tool Creating a credit card expense would be very similar to a hard cost, except the expense will be ...
What Is the Difference Between a Hard Cost and a Soft Cost?
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 ...
How Do I Create Expenses?
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 ...
How Do I Invoice Hard and Soft Costs For a Flat Fee Matter?
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 ...
How Do I Attach Receipts to Expenses?
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 ...
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