How Do I Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: Send the invoice as an Email attachment or "Share via Caseway"
To get started:
Click on the More Actions button of the individual invoice record or select multiple invoices and on the bottom right select "Multi Select Options"
Send as Attachment
Select "Send as Attachment" or "Send as Attachment w/ Link." This will attach the invoices to a new email message.
Sending with the link will provide the client with a secure payment link similar to Caseway.
The Payment Link will not require the client to register or log in as they would need to for Caseway.
Share via Caseway
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 ...
What Can I Share With Clients Through the Caseway Client Portal?
Zola Suite’s secure client portal, Caseway, allows: The firm to share documents with clients Clients to share documents with the firm The firm to send invoices with clients Clients to pay their invoices with a credit card.*This requires a connection ...
Can I Share Multiple Documents at Once?
Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
How Can I Share Documents with My Clients Through Zola Suite?
Here are 2 ways that you can share a document within Zola Suite: "Email as Attachment" or "Share via Caseway" Email as Attachment Go to the document section Click on the 3 dots on the far right side of the document you'd like to share Select Email as ...
Can my clients pay their invoices online?
Zola Suite invoices can be paid with a credit card online through our integration with APX. In addition to securely sharing invoices via Caseway, you can also send your clients a link through email or our Bulk Billing Center that will allow ...
Experiencing degraded performance in Zola Suite?