Rate a Work Order (standard billing)

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 change amounts.

What you need

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

Steps

  1. Open **Rate Work Order** and review line items pulled from the rate table and any prebill items.
    media/rate-work-order-01.png

    [Insert screenshot for Step 1]

  2. Verify **Commissions** (per line) and adjust if necessary.
    media/rate-work-order-02.png

    [Insert screenshot for Step 2]

  3. Click **OK** to save the rated invoice; you can edit until it is rolled up to A/R.
    media/rate-work-order-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Invoice lines reflect the billing region, auto‑billing triggers, and prebill items; commissions compute properly.

Troubleshooting

If no charges appear, confirm the **Branch/Customer Type/Priority/Job Type/Region** match a configured billing profile.

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