How Do I Print a Check From the Register?
- Go to the Accounting and click on Banks & Registers tab
Using Select Account dropbox select the Bank Account that the refund was made from
Find the Refund line item and click the edit icon
Depending on the type of account an "Edit Trust Check" or "Edit Check" window will appear.
Click "Save and Print" to open up the check PDF window (make sure pop-up blockers are disabled)
How Do I Perform a Conflict Check?
You can perform a Conflict Check by using the Universal Search tool on the top right-hand corner of your screen. This will allow you to search the entire database for a particular word, phrase or name. The search bar will auto-suggest related words ...
How Do I Print an Email in Zola Suite?
You can easily print any email in the Email section of Zola. First, select the email you would like to print, and click the Print button on the menu bar.
How Do I Delete a Check I Printed?
If you need to delete a Hard Cost check that you have written due to incorrect information or if you no longer need it, you can do this by either voiding or deleting. This will depend on whether it has been invoiced or not. Once you have created 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 LawPay. Go to Accounting section ...
How Do I Check My Calendar Sync Status?
If you are noticing that not all of your events are syncing onto your Calendar, you can always check the sync status to see if your sync is active. To check this: Go to either the Calendar on your Dashboard or the Calendar section Click on the ...
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