What is the difference between “Work Categories/Type” and “Services”?
“Work Categories/Type” and “Services” serve two different purposes within Zola Suite; one is mainly used for hourly billing, while the other is 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 Accounting 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. Or you might 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, simply go to your accounting section and select blank invoice. You can then select from any one of your “Services” to create an invoice in a matter of seconds.
Both “Work Categories” and “Services” can be created within the Firm Settings section under Billing.
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. You can add new Work Categories from ...
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 Change the Names and Colors of Event Categories on My Calendar?
If you would like to change or create new Event Categories for Calendars you can! You can also change the colors to keep yourself more organized! Go to your account's Firm Settings. In the Event Categories section, you can add new event categories or ...
What is a Work In Progress Report?
The Work In Progress Report (WIP) is where you will be able to see all of the unbilled time from every user in your firm. You can use the filters to show the unbilled time by Client, Matter, Responsible Attorney, Practice Area, and Billing Type. You ...
What is the difference between a contact's Matter Role and a Contact Type?
Matter roles are how a contact relates to a Matter. When you assign a contact to a Matter you define how they are related to the Matter, this is their role. Roles can be Opposing Counsel, Other Interested Party, This role is Matter specific and ...
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