Export Rated Work Orders to A/R

Export Rated Work Orders to A/R

Summary: Lock rated jobs and send them to Accounts Receivable.

Quick answer

When you export, invoices are locked from further editing and included in the customer’s A/R account.

What you need

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

Steps

  1. Before exporting, print **Rated Workorders Ready to Export** and review for accuracy.
    media/export-rated-to-ar-01.png

    [Insert screenshot for Step 1]

  2. Run **Export Rated Work Orders to A/R**.
    media/export-rated-to-ar-02.png

    [Insert screenshot for Step 2]

  3. Confirm the export completes and that invoices now appear in A/R.
    media/export-rated-to-ar-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Invoices are visible in A/R; the corresponding rated orders are locked against edits.

Troubleshooting

If an edit is required post‑export, use a **credit** in A/R and then rerate as needed.

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