How do I customize a Note?
When composing a note, we offer several options for customization and styles.
You can edit the font style, size, color, and background.
You can also use the toolbar to add numbers, bullets, indents, block quotes, hyperlinks, images, tables and horizontal lines.
When you finish the note, you can preview it in a separate window.
How Do I Customize Permissions for Bank Accounts?
Do you have Bank Accounts that you only want certain users to be able to access? Now, you have the ability to grant permissions on a user by user basis to access bank registers and check writing capabilities. This article will show you how. From ...
Can Invoices Be Customized?
Absolutely! We recognize the need to make all touchpoints with your clients consistent with your firm's branding. You can easily select the information you'd like included, upload your logo, select fonts and customize colors through “Invoice ...
Is there an easy way for me to find a note that I’m looking for?
Zola Suite was built with organization in mind. Your Notes are organized by Matter to keep everything that is related together. Once you are in the Matter's Note section, you can use the search bar (in the top left corner under the header) to find ...
What is the Bulk Billing Center and How Do I Use It?
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 account. These emails with the invoices attached will be sent ...
How Do I Record a Phone Call in Zola Suite?
The phone call feature will allow you to record notes about your phone call and store it in your matter communications. You can do this one of two ways. From Quick Add menu Click on the "+" from the Quick Add menu Select "New Phone Call Note" From ...
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