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 APX
Please note, this option is also available in the Quick Add.
What is APX?
Abacus Payment Exchange (APX) is an integrated payment solution that uses a single platform to process Credit Card and ACH payments within Zola Suite so that you get paid as quickly as your bank allows! It also makes payments easy for your ...
Can a Client Pay a Retainer Through Caseway?
At this time, clients can only submit direct payments to existing invoices through our client portal, Caseway. We do not recommend invoicing retainer fees because this will affect your P&L. You can always send a document reflecting the need for a ...
How do I process a payment using APX in Zola Suite?
Once you have successfully signed up with APX, and your accounts have been verified, you will be able to start processing payments. You can apply payments directly to invoices or create retainers in Zola Suite, in addition to sharing invoices with ...
How do I refund a client’s payment using APX?
When you process a client payment that was made through APX, that payment can easily be refunded right in Zola Suite. To create the refund, you will first need to go to the main accounting sections and select Banks and Registers. Select the account ...
What is LawPay?
LawPay allows you to process client payments safely and securely, while staying compliant with your local bar association by keeping funds separated in trust and operating accounts. They directly work with more than 90 bar associations (including the ...
Experiencing degraded performance in Zola Suite?