Billing & Business Mgmt


	Billing & Business Mgmt

WinTOTAL includes all the fundamental billing tools you need to create and send invoices to your clients. Plus, you can quickly enter full or partial payments as they’re received, forming the basis for a simple accounting system. Couple WinTOTAL with your Appraisal XSite, however, and you’ve got a powerful business management toolkit providing features like:

Creating multiple invoices for each report
Creating XSite Client Login accounts
Enabling accounting functions to employees not running WinTOTAL
Increased security for sensitive information – like fee splits
Report tracking and business management tools available from any computer connected to the Internet

See our FAQ about the new billing processes at http://help.alamode.com/docs/5003.htm.

This section of the User’s Guide provides step-by-step instructions for using all of the billing and business management functions in both WinTOTAL and Appraiser XSites. Click the check mark in the chart below to view specific help for the function and platform desired.

*Frequent Functions*	*Where to get it done…*
*Frequent Functions*	WinTOTAL	XSite
Enter new orders
Create invoice for order
Add misc. fees to invoices
Create stand alone invoices
Send invoice to client
Record partial payments
Record full payments
Record payment for multiple reports
Process credit cards
	*Where to get it done…*
*Periodic Processes*	WinTOTAL	XSite
Define products and fees
Assign client fee tables
Create appraiser fee splits
Publish coverage area
Set up user accounts
Set up client accounts
Record appraiser payments
Run business reports

In addition to these powerful WinTOTAL/XSite functions, some users may find it useful to export their WinTOTAL report information to Intuit’s QuickBooks application for more specialized accounting functions. See the QuickBooks Integration section of this user guide for more information.