How Do I Set up Invoice Administrative Fees/Auto Charge a Percentage of Fees?

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.
  1. 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.

  2. 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.

  3. 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.

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