How Do I Share Invoices With My Clients Through Zola Suite?

How Do I Share Invoices With My Clients Through Zola Suite?

There are 2 ways that you can share invoices within Zola Suite: "Send as Attachment" or "Share via Caseway"
  • Go to "Invoice & Payments" tab in the Accounting section

  • Click on the menu in the far right 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". This will attach the invoices to a new email message.

Share via Caseway

  • Select Share via Caseway. This will bring you to the Caseway share wizard, where you can share the invoice with a client through Zola Suite's Client Portal, Caseway

  • Start typing the person's name and select them from the drop-down list. If the person's name is not there add them as a contact in Zola Suite

  • Click "Next"

  • If the contact has a phone number and email, it will automatically be pulled in. If not, you can enter them in manually before sharing.

  • Click "Share".

    • If the person is new to Caseway and does not have a Caseway account yet they will get an invitation

    • If the person already has a Caseway account they will get a notification that an invoice has been shared with them

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