How Do I Use Bulk Billing?
- Please make sure that the billing preference for both the primary client's contact and the Matter option is set to Email PDF
- Go to the Accounting section
- Click on the plus sign to the right of the Invoices & Payments tab
- Select "Bulk Billing Center"
You can select a date range for the invoices, make a specific subject line, and email body at this point. You can also utilize the filters on the right.
Select "Blast & Close"
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 ...
How Do I Set Up Bulk Billing?
When you are ready to start using batch invoicing , first please contact support to enable the ability on your Zola Suite account. Once that is complete, you will need to verify your domain. To do so please follow these steps: Go To Your DNS Provider ...
How do I send reminders to clients that have outstanding balances?
Inevitably you will find that you have clients with past due balances that may need a gentle reminder of what they owe you. If you are still working on their matter, this outstanding balance can be displayed on their recent invoices by enabling ...
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 ...
How Do I Send One Invoice to a Client With Multiple Matters?
Have your clients asked you if you can send them one invoice for all of their Matters? With the consolidated billing feature, you will be able to send your client 1 invoice for all Matters. This invoice will be broken down by Matter so they can see ...
Experiencing degraded performance in Zola Suite?