How Do I Create a New Retainer Using LawPay?
Zola Suite along with LawPay allow users to receive retainers and directly apply the funds to their accounts
. To do so:
- Go to the Accounting section under the Invoices tab
- Click on the plus sign and select New Trust/Retainer Payment
- Fill out the required fields and select "Credit Card - Law Pay" as the payment method
- Fill out the payment information to the right and select Process Payment
After the completion of this payment, your LawPay account will have received the payment. You can then apply a retainer
How Do I Record a New Retainer?
When taking in any kind of advanced client payment, retainer or recording a deposit to the Trust account you will want to enter it as a New Trust/Retainer Payment. You can also create a retainer with a credit card via LawPay. Go to Accounting section ...
How does LawPay integrate with Zola Suite?
Zola Payments, powered by LawPay, allow you to record payments and charge clients either via direct payment to an invoice or when recording a new retainer by selecting "Credit Card-LawPay" from the "Payment Method" field
How Do I Create Leads?
If you would like to enter in a Lead manually into your Zola CRM you can do so by: Using the Quick Add tool From the CRM section, click on the plus sign on the color bar Both of the above options will bring you to the New Lead modal: You will need ...
How do I set up the LawPay Integration with Zola Suite?
Zola Suite has the ability to make payments by charging credit cards and also offer clients the ability to pay invoices from within their portal by credit card as well. Before you are able to use Zola Payments, powered by LawPay, we need to connect ...
How Do I Refund a Retainer?
If you have leftover funds within a client's matter or if they overpaid, you can refund their retainers. Operating retainers can be done within the Invoices and Payments section by clicking on the +, while Trust retainers must be refunded by creating ...
Experiencing degraded performance in Zola Suite?