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.
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Under Invoices Shared, you will see the all Unpaid Invoices for your account.
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Select the invoice by clicking the check box to the left of the Invoice Number and click Proceed to Payment...
- This will open a new page where you will be asked to either provide a payment method or use an existing one if there is one on file.
- If no Payment Method is on file, click on the plus sign on the blue bar and fill in your Credit Card or ACH payment details.
- If a payment method has previously been saved, select that and click "Pay Now."
- Voila! Your invoice has been paid.