How Do I Configure Bulk Billing Within My Firm Settings?
The Bulk Billing Center allows you to automatically print or blast email all of your clients whose billing preference is set to Email PDF with their respective invoices or statements of accounts. These emails with the invoices attached will be sent ...
How Do I Set Up Primary Clients and Billing Contacts When Configuring Bulk Billing?
The last step in setting up your firm's Bulk Billing after configuring the DNS and Firm Settings is setting up your Primary Clients and Billing Contacts. On the Primary Client's contact card, ensure that a valid email is selected as the Billing ...
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 ...
How do I refund a client’s payment using APX?
When you process a client payment that was made through APX, that payment can easily be refunded right in Zola Suite. To create the refund, you will first need to go to the main accounting sections and select Banks and Registers. Select the account ...
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 Do I enable Grammerly for Google Chrome?
You can enable spell check within Google Chrome by using an extension called Grammarly and then turning it on by: Go to Settings. Scroll all the way down and click on Advanced Settings. Under Privacy, find out “Use a web service to help resolve ...
How to Adjust the Screen Resolution or Zoom settings in Google Chrome?
If you notice that the size of your screen in Google Chrome is too big or too small, try adjusting the resolution or zoom. Click on the 3 vertical dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
How Do I Export My Calendar from Microsoft Office 365?
If you would like to import your calendar into Zola Suite, you will need to first export it from Microsoft Office 365: Log into your Outlook account through a web browser (The default login is portal.office.com) On the top right of the calendar page ...
How do I export my Calendar from Microsoft Outlook?
You will need to export your Calendar to an ICS file by following the steps below: With Outlook 2013 or 2016 open, go to the Calendar you would like to export. Click File > Save Calendar. This will open a window where you will pick where to save the ...
How to Adjust the Resolution in Microsoft Edge?
If you notice that the size of your screen in Microsoft Edge is too big or too small, try adjusting the resolution or zoom. Click on the 3 horizontal dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
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