Will the client see the description entered with each new time entry?
Yes, clients can see this information so be sure to be thorough and accurate in your description of the work performed.
How Do I Make a Time Entry for My Task?
In Zola Suite you have the ability to easily create a Time Entry for any completed Task. Follow the below directions to learn how to create a time entry for a task: First navigate to the task section of Zola Suite. This can be done through your ...
Can I Edit or Delete Invoiced Time Entries?
Zola Suite allows you to generate invoices from existing Time Entries and Expenses, which are considered "Unbilled Activity." Once the bill is created from that activity, the status will be marked as "Invoiced," and you will no longer see the edit or ...
Quick Ways to Capture Time
If you are getting paid for time spent, then it goes without saying, if you aren’t billing for your time, you are leaving money on the table. Zola Suite has several nifty ways to capture your time: Convert a Calendar entry to a Time Entry when ...
How Do I Resend the Caseway Invitation and Security Code to a Client?
The first time you share a Document or Invoice with a client, they will be sent an invitation to register for zolacaseway.com, along with a security code via text message. Should the client not have the email or text message for any reason, you can ...
Can a Client Pay a Retainer Through Caseway?
At this time, clients can only submit direct payments to existing invoices through our client portal, Caseway. We do not recommend invoicing retainer fees because this will affect your P&L. You can always send a document reflecting the need for a ...
Experiencing degraded performance in CARET Legal?