Does Zola Suite have online invoicing and online payments?
Zola Suite does have online invoicing and payments that can accessed through the Accounting section.
From here you can create invoices and either send them to clients as attachments through your linked email account or through our secure client portal, Caseway.
Can my clients pay their invoices online?
Zola Suite invoices can be paid with a credit card online through our integration with APX. In addition to securely sharing invoices via Caseway, you can also send your clients a link through email or our Bulk Billing Center that will allow ...
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 to Integrate Quickbooks Online with Zola Suite?
With the Zola Suite and QuickBooks integration you can have your approved Zola Suite invoices forwarded over to your QuickBooks Online account. This will eliminate any need to re-enter billing information into QuickBooks, making you much more ...
How do I process a payment using APX in Zola Suite?
Once you have successfully signed up with APX, and your accounts have been verified, you will be able to start processing payments. You can apply payments directly to invoices or create retainers in Zola Suite, in addition to sharing invoices with ...
How Does My Client Make a Payment Through Caseway?
Prerequisite: The firm will need to share an invoice with the client for it to be visible in the Caseway client portal Caseway users can make payments to shared invoices via Caseway by following the steps below: Login to Zola Caseway. Under Invoices ...
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