How Do I Set Up My Initials for Invoices?
If you notice that the 'By' column on invoices
is blank, then that means you have not set up your initials. Each user at the firm will want to fill these in to avoid confusion.
- Go to your My Settings
- Under User Profile, fill in the initials field
- Click on the blue Save Changes button to save
How Do I Set up and Review Timekeeper Goals?
Zola Suite offers firms the ability to track goals for timekeepers in order to facilitate forecasting and promoting billable activities to meet the financial objectives of the firm. What performance goals can be tracked? You can set goals for: ...
Can I Set a Default Due Date for Invoices?
If you have a standard amount of time that all of your invoices need to be paid by, you can set that up within Zola Suite for all invoices. This can also be changed on an invoices basis for edge cases. To set up a default due date: Due dates for ...
Can Invoices Be Customized?
Absolutely! We recognize the need to make all touchpoints with your clients consistent with your firm's branding. You can easily select the information you'd like included, upload your logo, select fonts and customize colors through “Invoice ...
What Are My Email Server Settings?
When syncing your email with Zola Suite, if you have an email that is hosted by anyone other than Microsoft Office 365 or G Suite/Gmail you will need to select 'Other' and get your email server settings for an IMAP connection. Every email provider ...
How do I share invoices to Quickbooks Online?
Do you use Quickbooks Online as your Primary Accounting program? If you wish to continue using Quickbooks Online to manage your Billing, but wish to use Zola Suite for Practice Management, you can generate bills for Time and Expenses then share them ...
Experiencing degraded performance in Zola Suite?