Inevitably you will find that you have clients with past due balances that may need a gentle reminder of what they owe you. If you are still working on their matter, this outstanding balance can be displayed on their recent invoices by enabling "Total Matter Balance" or "Total Client Balance" in your Invoice Customizations
If you need to send out reminders to clients that still have outstanding balances, but do not have any new invoices, we suggest sending out a Statement of Account.
A statement of Account can be printed on a per Client/Matter basis from the Reports
If you are looking to do this for multiple clients, we suggest using the Bulk Billing Center.
Through the Bulk Billing Center, you can either use the email blast function to send Statements of Account out to clients via email or use the Print option to print a complete set of the statements.
To get a full list of all the clients that have outstanding balances, that do not have any recent invoices, you will want to click on "Bulk Billing Center" on the green toolbar in Invoices & Payments
If you are looking for a complete list of clients with balances (not just clients where Email PDF is the Delivery Preference) choose the print option, and select Statement of Account.
***The selected date range is important as it will determine which clients should be omitted from this. You will want to choose the most recent billing period in this section. It will then exclude any clients that have balances from the selected date range (i.e. current balances). These clients should have received a new invoice with that invoice date, so they are aware of their balance.
If you choose "Show All" it will omit anyone with balances within any date range, which you do not want to do.**
After hitting "Next" you will be presented with filter options. These will include the Delivery Preference, Responsible Attorney, Practice Area, Matter, Client, and Billing Group.
*If you already used the email option for blasting the statements, clients with "Email PDF" as the delivery preference would have already received it. You could filter out those clients in the
Next, You will see a list of all the clients with balances that fall within your filter criteria. You can print those statements by hitting "Print & Close."
This will create one large PDF of all the statements for each of those clients. When the PDF is done being generated, you will get an email with it, but you can also download it from "View Batch Invoices" at the top of your invoice list.
What is the Bulk Billing Center and How Do I Use It?
The Bulk Billing Center allows you to automatically print or blast email all of your clients whose billing preference is set to Email PDF with their respective invoices or statements of account. These emails with the invoices attached will be sent ...
What is the Statement of Account Used For?
Statements of Account are used to provide a list of invoices and payments by a particular client or matter. Statements of Account can be sent to clients who have outstanding balances, but no new invoices within the current billing period. These ...
How Do I Set Up Batch Invoicing?
When you are ready to start using batch invoicing, first please contact support to enable the ability on your Zola Suite account. Once that is complete, you will need to verify your domain. To do so please follow these steps: Go To Your DNS Provider ...
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 ...
How Do My Clients Register Their Caseway Account?
If you need to send your clients invoices or documents, you can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with getting your clients registered for Caseway. Before your client can log in, they will need ...