Where Can I Input My Tax ID for LEDES Invoicing?
Go to Firm Settings Under Billing and Accounting, select Billing Options Click on 'Update Tax Payer Id' Click on the blue 'Update' button on the lower right hand corner of the screen to save your changes
How do I generate LEDES Invoices?
To generate a LEDES Invoice, you will need to make sure UTBMS Codes are enabled in your Firm Settings as well as in the Matter you wish to bill. Go to Firm Settings Click on Billing & Accounting Options. Under Billing Options, you will be able to ...
How Do I Delete or Void an Approved Invoice?
If your firm does not allow editing of Approved Invoices, only Invoices that are Drafts or Pending Approval can be deleted. If you need to make changes to an Approved Invoice it must be Voided. Deleting or Voiding an invoice will move the activity ...
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 ...
Can I Set a Starting Invoice Number?
If you want to set a specific invoice starting number or deleted an invoice and want to use that same number again, you can do so within Zola Suite! Go into the Firm Settings of your account. In Billing & Accounting Options you can set your starting ...
How Do I Add an Invoice Level Discount?
If you would like to discount an entire invoice for a client you can do so inside of the invoice. You are also able to add line item discounts. Select the Invoice that you would like to discount Add an amount in the "Discount" field at the top of the ...
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