Troubleshooting: Billing Profiles, A/R Export, and Corrections

Troubleshooting: Billing Profiles, A/R Export, and Corrections

Summary: Resolve missing charges, locked invoices, and invoice corrections.

Quick answer

Confirm the order’s branch/type/priority/region match a billing profile; after export to A/R, use credits to correct amounts.

What you need

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

Steps

  1. Open the billing profile and confirm **Branch/Customer Type/Priority/Job Type/Region** exists for the scenario.
    media/troubleshooting-billing-and-ar-01.png

    [Insert screenshot for Step 1]

  2. If an invoice was exported already, issue a **Credit** in A/R to back out, then rerate.
    media/troubleshooting-billing-and-ar-02.png

    [Insert screenshot for Step 2]

  3. Use **View Invoice** to audit line details and comments.
    media/troubleshooting-billing-and-ar-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Charges appear during rating; A/R reflects intended balances after credit/rerate.

Troubleshooting

If auto‑billing did not trigger, verify order‑level triggers (Rush, Skip Trace, Certified Mail) and the Bill Type set on the billing line.

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