Billing Configuration

All of your XSite's integrated invoicing and payment features work "right out of the box."  However, if you plan on using the advanced order management and reporting tools, you'll need to setup your XSite to work with your business.  To access your Business Management configuration options...

1. In your XSite's admin, place your cursor over Business Management in the main toolbar at the top.
2. Then, click Options in the toolbar that drops down.

Related Topics:

Defining User Roles

Setting Up Your Product List

Creating Client Specific Fee Lists

Assigning Client Fee Lists

Setting Up Your Coverage Area

Setting Up Your Fee Splits

Assigning Your Fee Splits

Setting Up Billing Preferences

a la mode and its products are trademarks or registered trademarks of a la mode, inc. Copyright © 2008 a la mode, inc. 1-800-ALAMODE