Creating Order Invoices |
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If you already have an order for a particular appraisal, you need not create a new invoice for that order from scratch. Your XSite can build the invoice from the existing order and the fee information you provided when setting up Business Management. To create or edit an invoice for an order...
- From your XSite's Order Manager, find and double-click the order you want to invoice.
- In the Order Details screen, click
Billing in the top toolbar and select
Invoice from the menu that appears.
The Create/Edit Invoice screen opens already populated with information about your order.
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Note: If you entered any fee or payment information for this order in WinTOTAL, this information is reflected in the invoice as well. | ||
- Change any items for your invoice by typing the new information in the appropriate text box.
- To edit existing fees, click the Edit link next to the
fee.
- To add an additional line item charge, click Add and enter it.
- To add a payment, enter it, and click Add. Use the
calendar icon to quickly select the date for the payment.
- Depending on your User
Privileges, the Fee Splits area may be
enabled. Here, you can log dates and amounts to be paid to
staff.
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