How Do I Create a Retainer Request in Zola Suite?
If you need to request funds from your client for a retainer, we recommend creating a Retainer Request using Zola Suite's Document Automation
. This can also be done to create Retainer Replenishment
- First, go to a thoroughly populated Matter and open up the Documents Tab. From here, go to the Document Templates tab to begin Document Automation.
- Next, make sure you are using the Merge Fields from the matter to create your template.
- Once your template has been created, you can generate it and save it to the Matter as a Zola Document to send to your client!
How Do I Create a New Retainer Using APX?
Zola Suite uses APX to 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 ...
How Do I Use Evergreen Retainers?
The Evergreen Retainer option can be enabled on any Matter in Zola Suite. If enabled, when the specified account balance falls below the desired amount, the Responsible Attorney and Firm Collaborators with Matter notifications enabled will be ...
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 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 . Go to Accounting section ...
How Do I Create Leads?
If you would like to enter a Lead manually into your Zola CRM you can do so by multiple ways: Using the Quick Add tool on the white toolbar From the CRM section, click on the plus sign on the color bar Both of the above options will bring you to the ...
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