How Do I Record A Deposit That Is Not A Payment to an Invoice?
Oftentimes, you will have deposits going into your operating account that are not client-related. This could include owner's contributions, donations, interest deposits, or any other payments coming into the firm that are not
payments to an invoice
These deposits can be recorded in different ways.
You have the option of creating a
. In your journal entry, you will want to debit the operating account this is being deposited to, and credit the appropriate account from the chart of accounts the deposit aligns with.
Zola Suite also has a formal "Deposit" feature that can be accessed by going to the
page. On the green toolbar in "Invoices & Payments" click on the plus sign. This will open a series of options you have available:
Under the payments section, select "General Deposit." This will open the deposit module:
After filling in all required fields, click "Apply & Close." This will record the deposit to the register.
The deposit feature will allow you to select "
" as the To Account for the purposes of creating batch deposits. You can also match activity from your
Download and Review
feed to these deposits.
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 ...
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 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 refund a client’s payment using APX?
When you process a client payment that was made through APX, that payment can easily be refunded right in Zola Suite. To create the refund, you will first need to go to the main accounting sections and select Banks and Registers. Select the account ...
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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