How do I pay multiple invoices for different clients at the same time?
In Zola Suite, you have the ability to pay multiple invoices at once with a single payment method using our Apply Direct Payment Module
If the payment is coming from a third party, and not the client themselves, you may need to pay invoices for different matters at the same time.
To do this, you will select the Payee Type as "Non-Client Payee."
If you select Client, you will only have the option of selecting invoices for Matters where that Contact is the Primary Client. Non-Client Payee will give you the option of choosing any Matter.
After selecting the Matters, you can choose any invoices for those Mattes.
How do I apply direct payment to more than one invoice for a client?
With "Apply Direct Payment" you can add one payment to multiple invoices from multiple or specific matters for a contact Go to the Accounting section, click on the "+" and click Apply Direct Payment. This will allow you to apply a payment to a ...
How do I apply a partial payment to an invoice?
If a client will be paying invoices in installments or give you one large amount for multiple invoices, you may need to apply a partial payment. To do so: Select from either the Quick Add or in the Accounting Section, 'Apply Direct Payment' Fill out ...
How Do I Add a Payment to an Invoice?
There are multiple ways to add payments to client invoices in Zola Suite: Adding Payments as Retainers - If a client deposited funds for you to work and bill against, you can add the funds as a new retainer then apply the retainer individually or in ...
Can my clients pay their invoices online?
Zola Suite invoices can be paid with a credit card online through our integration with LawPay. In addition to securely sharing invoices via Caseway, you can also send your clients a link through our Bulk Billing Center that will allow them to ...
How Do I Apply a Retainer to Invoice(s)?
With "Apply Retainer" you are able to apply multiple payments from a specific bank account (that were entered in as new retainers) to multiple invoices from a specific matter Go to the Accounting section, click the "+" on the green action bar ...
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