How Do I Whitelist Spoofed Emails From Zola Suite to My Domain?
If your firm has a security protocol to block all incoming emails with the firm domain from any servers outside of the firm's current authorized MX server you may be missing emails sent out by Zola Suite's Invoice Bulk Basting feature where the firm's email address for invoicing is BCCed.
Make sure to whitelist and authorize these server IP addresses in order to make sure you receive these emails:
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 Assign Emails Directly to a Matter?
Zola Suite eliminates the need to have hundreds of folders within your email. Instead of creating folders for each Matter or by the topic you can assign emails directly to its respective Matter! This will copy the email from your Email account and ...
Email Setup Overview
When you log into Zola Suite, the first page you will see is the Dashboard. The left hand window will display a message to get started Select "Click here to get started" OR go to My Settings, scroll down to Email Setup, and Click Register. A new ...
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 ...
What is the Statement of Account Used For?
Statements of Account are used to provide a list of invoices and payments by a particular client or matter. Statements of Account can be sent to clients who have outstanding balances, but no new invoices within the current billing period. These ...
Experiencing degraded performance in Zola Suite?