Billing Regions and ZIP Defaults

Billing Regions and ZIP Defaults

Summary: Charge different rates by service location; default region is detected from POD/Proof ZIP.

Quick answer

Define regions and load ZIPs; the system defaults region from served ZIP. If unmatched, you are prompted to choose a region.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Maintain ▸ Billing Rate ▸ Billing Region** and create/select a region.
    media/billing-regions-zip-defaults-01.png

    [Insert screenshot for Step 1]

  2. Click **ZIP Codes** and then **Find more ZIP codes** to search by county, city, state, or ZIP and load them into the region.
    media/billing-regions-zip-defaults-02.png

    [Insert screenshot for Step 2]

  3. When rating, WinServe+ defaults the billing region from the **POD** or **Proof of Service** ZIP; if no match is found, you will be prompted to choose.
    media/billing-regions-zip-defaults-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Orders rate against the correct regional schedule without manual edits.

Troubleshooting

If wrong region is applied, check the served ZIP on POD/Proof and the region’s ZIP list.

  • X

    • Related Articles

    • ZIP Code Billing Zones (From/To Matrix)

      Summary: Optional zone-to-zone pricing using pairs of origin/destination ZIP codes. Quick answer Create a zone title, define its ZIP list, then build From/To pairs with amounts. What you need WinServe+ access Appropriate role/permissions (as ...

    • Troubleshooting: Billing Profiles, A/R Export, and Corrections

      Summary: Resolve missing charges, locked invoices, and invoice corrections. Quick answer Confirm the order’s branch/type/priority/region match a billing profile; after export to A/R, use credits to correct amounts. What you need WinServe+ access ...

    • Rate a Work Order (standard billing)

      Summary: Apply configured charges and commissions; editable until the job is rolled up into A/R. Quick answer Open Rate Work Order to pull charges from your rate table (including auto‑billing). Adjust as needed; once rolled up to A/R, use credits to ...

    • Credit, Remove, View, and Print Invoices

      Summary: Safely correct invoices; use View to inspect details; Print anytime. Quick answer Use **Credit** to back out a mistakenly billed order after rollup; use **Remove** only before A/R; use **View Invoice** to audit line items and comments; ...

    • Set up Billing Items

      Summary: Create short, clear billing item names used on invoices. Quick answer Keep the list short and straightforward so items are easy to select and read on invoices. What you need WinServe+ access Appropriate role/permissions (as required) Steps ...