Billing & Business Mgmt
     
 

Billing & Business Management

 
     

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:

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…

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.

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