Print Checks and Manage Fee Advances

Print Checks and Manage Fee Advances

Summary: Set up fee advance items, create checks, and ensure charges flow to proofs and invoices.

Quick answer

Define **Fee Advance** and optional **Check Charge** items in rates, add the fee advance on the order, then print and confirm checks in the batch dialog.

What you need

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

Steps

  1. In **Billing Rate**, add a **Billing Item** marked **Fee Advance**; add a **Check Charge** item also marked **Fee Advance** if you charge to issue checks.
    media/check-printing-fee-advances-01.png

    [Insert screenshot for Step 1]

  2. On the order’s **Prebill**, click **Add Fee Advance**, and enter **Payee** and **Amount**. If already paid, check **Hand check** and enter the date/amount.
    media/check-printing-fee-advances-02.png

    [Insert screenshot for Step 2]

  3. Open **File ▸ Print Checks**, select the orders, enter the starting **Check Number**, and click **Start printing checks**.
    media/check-printing-fee-advances-03.png

    [Insert screenshot for Step 3]

  4. Review printed checks, then click **Checks have finished printing and are OK** to post. Fee advances flow to proof and invoices automatically.
    media/check-printing-fee-advances-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Printed checks appear under Prebill; fee advances display on proof/invoice and in A/R.

Troubleshooting

If the button is disabled, ensure fee advance items exist in the rate table and the order contains a fee advance entry.

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