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 doing as you bill hourly. For instance, you might create separate work categories for “meetings”, “drafting”, “discovery”, “court appearances” and even “phone call with client.” When you use the time-keeping feature, you will have the option to associate the time-entry with a matter and include a work category, helping you to stay organized. This time entry will be placed in “Unbilled Time” within the Time Section where you can easily generate a new invoice for the work completed. “Services” on the other hand are meant for flat-fee work. For example, you might have a basic estate planning package that you offer to clients for a flat fee of $2500. You might also assist clients with uncontested divorces for a fee of $3000. In these cases, you would simply create a separate service for each. When you want to bill for these services, you can either create the Flat Fee as a billable line item from the Time Section and bill it with your other matters, or go to the Accounting Module to Invoices and Payments and create a new invoice from scratch. Both “Work Categories” and “Services” can be created within the Firm Settings section under Billing and Accounting.
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 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 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 ...
What is the Flat Fee Productivity Report?
The Flat Fee Productivity Report was designed to provide you with a breakdown of how much you have billed and collected for Flat Fee Services. The hours worked will include any users’ who entered time for this Matter. The imputed Total (Regular ...
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 ...
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