Invoicing

 
     

Your XSite’s invoice manager provides a number of ways you can invoice your clients depending on the needs of the order.  And, it’s designed to integrate directly with WinTOTAL so you can create and manage your WinTOTAL invoices through your XSite as well. With your XSite’s invoice manager, you can:

  • Invoice an appraisal order
  • Generate an invoice for miscellaneous work
  • Manage and deliver your invoices
  • Track your recent invoice activity

To open your XSite’s invoice manager, click the Invoices button in the Navigation pane to the left of Business Management.

InvoicesInNavigation

In the invoice manager, the left side of the screen shows a snapshot and totals for all your invoices.  You can quickly filter this list for a particular client using the drop-down list.  Likewise, to see the list of invoices in a subtotal, just click the description such as “30 days”, “60 days”, etc.

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