What is the difference between Work Categories/Type and “Services”?

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.
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