How Do I Set Up Increments for Time-Based Billing?
Zola Suite supports increments on a per-matter basis and also supports a firm-wide default increment. There are a few methods throughout Zola Suite to set up increments for time-based billing.
- Setting increment when creating a new matter
- Create a new matter
- Under the Billing section, find the Hourly Rate and Increment fields:
- Modifying the increment on an existing matter
- Navigate to the Matter
- Click on the Options tab
- Scroll down to Billing Options and find the Hourly Rate and Increment fields
- Set Up the Firm's Default Increment
- Navigate to Firm Settings
- Select Billing & Accounting from the lefthand menu
- Click on the Billing Options section and find the Hourly Billing Increment field
Can I Set Increments on a Matter Basis?
Yes! When you create a Matter, you can set the increment right away. If you don't, it will be saved as the increment you entered in your Firm Settings. If you would like to change this later on, you can do so in the Matter Options tab of the Matter ...
Time Entry Rules
CARET Legal offers the ability to limit Time Entries from using pre-selected words that may cause the invoice to be rejected. In many areas of law, most frequently with corporate clients or during the LEDES upload process, bills are scanned and will ...
What Are the Different Billing Types?
Within CARET Legal, there are multiple options for how you would like to bill each Matter. The Billing Type is selected at the time of matter creation, but can be edited at any time in the Matter Options. Below is a list of the options offered, and ...
What Is the Difference Between Actual Time and Billable Time?
The time that you enter into Zola Suite is called actual time. If you are billing using an increment, billable time will be the amount of time you bill your client once it has been rounded up using your increment. For instance, you work on drafting ...
What are Billing Groups and how do I use them?
There may be situations where you will need to categorize or filter matters for billing purposes that we do not have default data fields for. In these instances, you can make use of "Billing Groups" to establish custom filters when generating ...
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