Create Order Invoices

From your XSite you can easily invoice an order you’re managing on your XSite. To create or edit an invoice for an order...

From your XSite’s order manager, double-click the order you want to invoice.
Above the Order Details pane, click the Billing menu and select Invoice.
The Create/Edit Invoice screen opens, already populated with information about your order. Change any items for your invoice by typing the new information in the appropriate text box. Options include:
- Fees - To edit existing fees, click the Edit link next to the fee.
- Line Item Charges - To add an additional line item charge, click Add and enter it.
- Client Payments - To add a payment, enter it, and click Add. Use the calendar icon to quickly select the date for the payment.
- Fee Splits - Depending on your User Privileges, the Fee Splits area may be enabled. Here, you can log dates and amounts to be paid to staff.