How Do I Configure Bulk Billing Within My Firm Settings?
The Bulk Billing Center allows you to automatically print or blast email all of your clients whose billing preference is set to Email PDF with their respective invoices or statements of accounts. These emails with the invoices attached will be sent to the billing contact listed on the invoice's matter.
Before you can start using Zola Suite's Bulk Billing Center, you will need to update your DNS settings. To learn more about configuring your DNS settings, click here.
- Navigate to your Firm Settings to set up the default settings for Bulk Billing. Here you can create the default email body for invoices and statements of account. Be aware that the 'sender email address' field is a required field in order to successfully configure your Bulk Billing settings.
We recommend entering a valid email address into the BCC field to receive a copy of the successfully sent invoices or statements of account. - Additionally, you have the ability to customize the subject and body as well. If you would like to address this email to the recipient, you can use the copy icon to the right of the 'Recipient Name' and paste the merge field into the body of your email. This will automatically populate the primary client or billing contact's name for each respective invoice that is being sent out.
- A payment link can also be included if you are integrated with LawPay or APX. Just click the copy icon to the right of the payment link to insert it into the body of the email. When a payment is made through this link, the status of the invoice will automatically be updated to be marked as paid.
- Lastly, be sure that the 'Include PDF' option is enabled in order to ensure the invoices or statements will be attached to the emails that will be sent out.
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