Generating More Bills in Less Time
Far too many back-office professionals cite billing as their single most tedious task. Zola Suite’s bulk billing tools were designed to help firms bill more clients more efficiently. During this webinar, a Zola Suite Client Success Advisor will share Zola’s Bulk Billing Center and other bulk tools that can help your team cut down time spent on publishing and sending out invoices. During this session, you’ll learn:
- Steps to get started with these tools, including required DNS settings
- The process for bulk application of trust funds during the billing cycle
- How to email and/or print thousands of invoices/statements of accounts with just a few clicks.
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