How Do I Invoice Hard and Soft Costs For a Flat Fee Matter?
In general invoices for a flat fee matter will come from a blank invoice with a service for the flat fee. However, if you are looking to also add soft and hard cost expenses to the invoice as well you will need to create the invoice from unbilled ...
How Do I Set up Invoice Administrative Fees/Auto Charge a Percentage of Fees?
If your firm needs to automatically invoice certain clients for disbursements based on a percentage rate of fees, Zola Suite features an “Administrative Fee” option to facilitate that. This option can be enabled by default under Firm Settings and ...
How should I configure the billing for a new matter to be flat fee and hourly?
The billing type you select for a Matter is for internal reference and will not limit the entries you can add, you will always be able to create time entries and add flat fees to an Invoice for a Matter. To notate this billing when adding a new ...
What is the Flat Fee Productivity Report?
The Flat Fee Productivity Report was designed to provide you with a breakdown of how much you have billed and collected for Flat Fee Services. The hours worked will include any users’ who entered time for this Matter. The imputed Total (Regular ...
How Do I Invoice Unbilled Activities?
You can invoice unbilled any of your time entries and expenses in the Accounting section. In the Invoice page, click the + button on the green bar and select "Invoice Unbilled Activities". This will bring you to a page that shows all unbilled time ...