Create a Process Work Order: Special Instructions & Prebills

Create a Process Work Order: Special Instructions & Prebills

Summary: Set due dates, rush/today, fee advances, skip trace, affiliate proof, and prebill charges.

Quick answer

Use the Special Instructions tab to drive billing triggers (rush, skip trace, fee advances) and due‑by tracking.

What you need

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

Steps

  1. On **Special Instructions**, set **Due Dates** (service, sub‑service, status‑by).
    media/process-order-special-instructions-01.png

    [Insert screenshot for Step 1]

  2. Select **Rush** or **Today** to emphasize priority (can print on the work order).
    media/process-order-special-instructions-02.png

    [Insert screenshot for Step 2]

  3. Enter **Fee Advance** in **Prebill** if printing checks through the system.
    media/process-order-special-instructions-03.png

    [Insert screenshot for Step 3]

  4. Check **Skip trace** to auto‑bill the configured skip‑trace charge.
    media/process-order-special-instructions-04.png

    [Insert screenshot for Step 4]

  5. For affiliate work, check **Affiliate proof request** to print affiliate‑mode proofs (zero amount, affiliate signature block).
    media/process-order-special-instructions-05.png

    [Insert screenshot for Step 5]

  6. Open **Prebilled items** to add standard or custom charges before invoicing.
    media/process-order-special-instructions-06.png

    [Insert screenshot for Step 6]

Confirm it worked

Priority and due‑by dates display; fee advance populates to proofs/invoices; skip‑trace/rush auto‑bill lines appear at rating.

Troubleshooting

If fee advances are not available in check printing, ensure the **Fee Advance** billing item exists and is mapped in the rate table.

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