How Do I Send One Invoice to a Client With Multiple Matters?
Have your clients asked you if you can send them one invoice for all of their Matters? With the consolidated billing feature, you will be able to send your client 1 invoice for all Matters. This invoice will be broken down by Matter so they can see how each Matter was billed. You will no longer need to send multiple emails/invoices and your client will not be receiving multiple emails/invoices. If your client(s) would like their invoices to be consolidated, you will need to ensure their contact card is set up correctly.
First, you will go to the Contact Section and find the contact that you need to update. Once you have found the contact you would like to update. Click on the 3 vertical dots to the right and select View/Edit. This will open up a smaller module with all the Contact's details. Next, you will click on the Billing tab and at the bottom of the billing tab you will see a checkbox for Consolidated billing. You will check this box and then update the contact card.
Now, when you invoice this client their invoices for all Matters will show up on one invoice.
How Do I Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: Send the invoice as an Email attachment or "Share via Caseway" To get started: Go to "Invoice & Payments" tab in the Accounting section Click on the More Actions button of the individual ...
How Do I Use Batch Invoicing?
Before you continue make sure that the batch invoicing setup has been completed. Please make sure that the billing preference for either the primary client's contact or the Matter option is set to Email PDF Matter: Contact: Go to the Accounting ...
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 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 ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
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