Where Can I Input My Tax ID for LEDES Invoicing?
- Go to Firm Settings
- Under Billing, select Billing & Accounting
- Click on 'Update Tax Payer Id'
- Click on the blue 'Update' button
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 Set Up Batch Invoicing?
When you are ready to start using batch invoicing, first please contact support to enable the ability on your Zola Suite account. Once that is complete, you will need to verify your domain. To do so please follow these steps: Go To Your DNS Provider ...
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 ...
Experiencing degraded performance in Zola Suite?