How does LawPay integrate with Zola Suite?
Zola Payments, powered by LawPay, allow you to record payments and charge clients either via direct payment to an invoice or when recording a new retainer by selecting "Credit Card-LawPay" from the "Payment Method" field
How Do I Add Credit Card Activity and Payments to Zola Suite?
Several ways to capture Credit Card Activity and Payments in Zola Suite are described below. If you have not done so already, be sure to Add the Credit Card to your Banks and Registers. 1- Non-Billable Credit Card Activity can be added through ...
How do I set up the LawPay Integration with Zola Suite?
Zola Suite has the ability to make payments by charging credit cards and also offer clients the ability to pay invoices from within their portal by credit card as well. Before you are able to use Zola Payments, powered by LawPay, we need to connect ...
Does My Bank or Credit Card Provider Link with Zola Suite?
Zola Suite's Download Account Activity feature in our Banks and Registers can integrate with over 3000 U.S. based banks. Here is a list of the top 25 banks: Chase Bank of America Wells Fargo Citi US Bank Capital One PNC USAA TD Bank SunTrust Regions ...
How Do I Link My Bank and Credit Card Accounts to Zola Suite?
By linking your bank or credit card you will download all account records into Zola Suite and have the ability to pull up-to-date reports and clear/match all your transactions. Go to the Accounting section and select Banks & Registers. Select View ...
How Do I Create a New Retainer Using LawPay?
Zola Suite along with LawPay allow users to receive retainers and directly apply the funds to their accounts. To do so: Go to the Accounting section under the Invoices tab Click on the plus sign and select New Trust/Retainer Payment Fill out the ...
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