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 as Attachment" or "Share via Caseway" Go to "Invoice & Payments" tab in the Accounting section Click on the More Actions button of the individual invoice record or select multiple ...
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 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 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 ...
What is Split Billing and How Do I Use It?
Split Billing allows you to divide the invoiced amount for services and expenses on a singular matter between multiple parties. First, make sure Split Billing is enabled on the Matter-Level. This can be done when you are creating the matter under ...
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