How Do I Invoice Unbilled Activities?
- In the Invoice page, click the + button on the green bar and select "Invoice Unbilled Activities".
- This will bring you to a page that shows all unbilled time and expenses grouped by Matter. Here you can check off the items you'd like to bill.
- Once you've selected the correct entries, click Generate Invoice at the bottom of the page to create a new Invoice. The newly created invoice will show at the top of your invoice list where you can apply payments, add new line items and print out the invoice.
Time Entry Rules
CARET Legal offers the ability to limit Time Entries from using pre-selected words that may cause the invoice to be rejected. In many areas of law, most frequently with corporate clients or during the LEDES upload process, bills are scanned and will ...
Quick Ways to Capture Time
If you are getting paid for time spent, then it goes without saying, if you aren’t billing for your time, you are leaving money on the table. Zola Suite has several nifty ways to capture your time: Convert a Calendar entry to a Time Entry when ...
Can I Edit or Delete Invoiced Time Entries?
Zola Suite allows you to generate invoices from existing Time Entries and Expenses, which are considered "Unbilled Activity." Once the bill is created from that activity, the status will be marked as "Invoiced," and you will no longer see the edit or ...
How Can I See Future Time Entries?
While Zola Suite allows you to create future time entries via Calendar Events or by manually editing the date, we only allow you to bill for work that has already been done. The time list and unbilled activity page will automatically filter entries ...
How Do I Make a Time Entry for My Task?
In Zola Suite you have the ability to easily create a Time Entry for any completed Task. Follow the below directions to learn how to create a time entry for a task: First navigate to the task section of Zola Suite. This can be done through your ...
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