Prebill Items: standard and custom

Prebill Items: standard and custom

Summary: Capture extra charges and commissions prior to rating so invoices are complete.

Quick answer

Use prebill to pull charges from rate tables or enter custom items; optionally split commissions across servers.

What you need

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

Steps

  1. Open **Prebilled Items** and click **Add** to pull from your **Billing Rate** (by region/item or address for mileage).
    media/prebill-items-01.png

    [Insert screenshot for Step 1]

  2. Assign **Prebill Commissions**: select server(s), then set **Custom Commission** to apportion as needed.
    media/prebill-items-02.png

    [Insert screenshot for Step 2]

  3. For ad‑hoc charges, choose **Custom Prebill Item**, set **Income Account**, **Amount**, and whether it is **Commissionable**.
    media/prebill-items-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Prebill items list on the order and roll into the rated invoice.

Troubleshooting

If a rate does not default, verify the order’s **Billing Region** and that the item exists in the rate table.

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