How Do I Set up Invoice Administrative Fees/Auto Charge a Percentage of Fees?
If your firm needs to automatically invoice
certain clients for disbursements based on a percentage rate of fees, Zola Suite features an “Administrative Fee” option to facilitate that. This option can be enabled by default under Firm Settings and activated on a per-matter basis.
- Set default Rates and Descriptions under Firm Settings > Billing & Accounting
Rates and Descriptions can be overridden for each matter. Under Default Administrative Fee Description you can enter the preferred description you would like presented on the Invoice.
- Enabling or Modifying Administrative Fee for Matters
Once you set your default preferences in Firm Settings, new matters will automatically be configured to charge an Administrative Fee. You may override it for particular matters by changing the rate, description or altogether disabling that option by setting it to 0% under the matter’s Options tab.
- Generate Invoices
Next time you generate invoices from unbilled activities, a line item will be created for the Administrative Fee with your preferred description and rate for each matter as a Soft Cost and dated with the Invoice Date.
Enabling Administrative Fee in Firm Settings will only activate this option for new matters. Matters you’ve previously created will have to have this feature enabled under the Options tab.
How can I charge Invoice Level Discounts to just Fees, and not Expenses?
If your firm would like to exclude any costs when applying Invoice Level discounts you will want to make a change to your billing options to enable this feature. Under Firm Settings -> Billing Options ensure “Do not apply Invoice Level Discounts to ...
How to Charge Interest on Overdue Bills?
Occasionally, you may have clients who have overdue invoices. If you wish to charge them interest, or a late fee/penalty, you now have that option in Zola Suite. Before Interest charges can be generated, you must first enable this setting under Firm ...
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 ...
Can I Set a Starting Invoice Number?
If you want to set a specific invoice starting number or deleted an invoice and want to use that same number again, you can do so within Zola Suite! Go into the Firm Settings of your account. In Billing & Accounting Options you can set your starting ...
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 ...
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