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
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 ...
What are Work Categories?
Work Categories are any time-based work, or hourly services, that you charge for. They will be made available to you when creating new Time Entries and will show up on Invoices if a description is not provided. In your Firm Settings under the ...
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 ...
How Do I Invoice Hard and Soft Costs For a Flat Fee Matter?
In general invoices for a flat fee matter will come from a blank invoice with a service for the flat fee. However, if you are looking to also add soft and hard cost expenses to the invoice as well you will need to create the invoice from unbilled ...
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 ...
Experiencing degraded performance in Zola Suite?