Billing & Business Mgmt
Configure XSites Billing
Assign Client Fee Lists
Assigning Client Fee Lists
To associate a client with a custom fee table:
section of your XSite's Business Management, click the
Assign Client Fee Tables
link below the
All of the people in your contacts database that you've designated as a "Client" or "Lender" are displayed. Add or update any clients as necessary.
To add a new client to the list, click
Add new client
, fill out the contact details, and then click
To edit an existing client, click to select the client, click
Edit client contact record
, make any necessary changes, and then click
Then, to assign a custom fee list to a client, select the desired fee list from the drop-down menu to the right of that client.
When finished, click
to save your changes.
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