Client Invoicing
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 ...
How Do I Apply a Retainer to Invoice(s)?
With "Apply Retainer" you are able to apply multiple payments from a specific bank account (that were entered in as new retainers) to multiple invoices from a specific matter Go to the Accounting section, click the "+" on the green action bar ...
Pre-Bill Video
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 ...
What are Advance Client Costs?
Advance Client Costs is a temporary contra asset account. The account is suppose to be used when the firm makes a payment for a client that will be billed to the client and later reimbursed. The most classic case of this would be Filing Fees - a firm ...
How Do I Add a Payment to an Invoice?
There are multiple ways to add payments to client invoices in Zola Suite: Adding Payments as Retainers - If a client deposited funds for you to work and bill against, you can add the funds as a new retainer then apply the retainer individually or in ...
How Do I Give a Client a Credit Towards Their Account?
There are 3 options to give a client a credit or discount: Discount the invoice Discount the Invoice line items Add a retainer for the credit amount When filling out the New Retainer fields, type in "Credit Memo" in the note section.
How Do I Use Evergreen Retainers?
The Evergreen Retainer option can be enabled on any Matter in Zola Suite. If enabled, when the specified account balance falls below the desired amount, the Responsible Attorney and Firm Collaborators with Matter notifications enabled will be ...
If I Decide to Disable Pre-Billing, What Will Happen to My Existing Invoices?
If you stop using Pre-Billing by disabling "Draft By Default" in Firm Settings, your existing Invoices will remain as Drafts or Pending Approval and will still need to be Approved.
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 Approve Draft Invoices?
If your firm has the "Draft By Default" setting enabled in Firm Settings, Invoices will need to be approved before payments can be applied to them. From the Invoice Grid: 1. Find the Invoice you'd like to approve and click the button. 2. If the ...
How do I Set Up Pre-Billing or Draft Invoicing?
If you would like to set up your billing where any invoice that is created automatically goes in draft form that will need to be approved before sending, then you will want to follow to below steps to set up this billing style. To activate ...
What is Pre-Billing?
Pre-Billing allows you to create draft versions of your invoices that can be reviewed by your staff before they are sent out to your clients. If your attorneys like to look over their billable work before their client is billed, Pre-Billing is the ...
How Do I Invoice Unbilled Activities?
You can invoice unbilled any of your time entries and expenses in the Accounting section. In the Invoice page, click the + button on the green bar and select "Invoice Unbilled Activities". This will bring you to a page that shows all unbilled time ...
How Do I Create a New Retainer Using APX?
CARET Legal uses APX to allow users to receive retainers and directly apply the funds to their accounts. To do so: Go to the Accounting section under the Invoices tab Click on the plus sign and select New Trust/Retainer Payment Fill out the required ...
How do I enter a client expense that doesn’t have a specific payee?
You can enter a client expense that does not have a specific payee by creating a soft cost line item. Soft cost types allow you to enter client expenses without cutting a check. There are two ways to create a soft cost: From Matter 1. In the Matters ...
How Do I Record a New Retainer?
When taking in any kind of advanced client payment, retainer or recording a deposit to the Trust account you will want to enter it as a New Trust/Retainer Payment. You can also create a retainer with a credit card via APX . Go to Accounting section ...
How do I apply direct payment to more than one invoice for a client?
With "Apply Direct Payment" you can add one payment to multiple invoices from multiple or specific matters for a contact Go to the Accounting section, click on the "+" and click Apply Direct Payment. This will allow you to apply a payment to a ...
Bill Flat Fee Invoice Video
How do I add a direct payment to an invoice?
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How to Bill a Time Entry Video
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 Bill Flat Fees?
You can bill flat fees by creating a Blank Invoice: From the Accounting section, click the + button on the green bar and select New Invoice From Scratch. Now you can select that Matter you would like to create the invoice for. Now you will be able ...
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 ...
How do I create a work type for a time entry or a service for a flat fee?
In your Firm Settings under the Work Categories section you can add work types and in the next section called Service Descriptions you can add services for flat fees Don't understand the difference between Work Types and Services?
How do I print invoices?
You can print invoices individually, or in a batch. To print invoices individually: Click the menu option on the invoice record you are looking to print Select "Print" To print invoices in a batch: Select the Invoices that you would like to print. ...
How Do I Bill A Client For an Expense?
When you pay a vendor or case-related fee, you have the option to note that the payment is an expense directly on the check as a hard cost or as a soft cost. Hard Cost A new check (hard-cost) can be created from two places: Create a new check ...
How do I add a line item discount to an invoice?
To notate a discount as a line item, please follow the steps below: Go to the Invoice page that you would like to discount Add or choose a line item to the invoice you would like to put a discount to. Enter the amount or percentage you would like to ...
Can Invoices Be Customized?
Absolutely! We recognize the need to make all touchpoints with your clients consistent with your firm's branding. You can easily select the information you'd like included, upload your logo, select fonts and customize colors through “Invoice ...
What is the Difference Between “Work Categories/Type” and “Services”?
“Work Categories/Type” and “Services” serve two different purposes within Zola Suite. Work Categories/Types are mainly used for hourly billing, while Services are for a flat fee service. A “Work Category” would be the type of work or task you are ...
How Do I Save a Client Payment Without Allocating it to an Invoice?
To record a payment that is not a direct payment, use the New Retainer feature.