When creating invoices on your XSite, you can have the payment method already
filled in with a specific entry for each client. This is particularly
useful for requiring credit card payments from certain clients.
From the Fees Setup section of your XSite's Business Management,
click the Payment Options link below the
If you want to enable your XSite's client accounting features so that your
clients can view their payment and invoice histories, check the Enable
Client Accounting box.
For your XSite's Client Accounting tools to function properly,
you must use your XSite (whether via WinTOTAL synchronization or
directly from your XSite) to manage your invoices and
If you want to require clients to pay by credit card, check the boxes to
require all new clients, all clients, or both. When the clients you
specify order from your XSite while these options are enabled, they are
required to supply a credit card number with the order. Remember that
you must first enable your XSite's credit card processing tools for this to
Mark the payment methods you accept. These appear in a drop-down on
your XSite order form and invoice forms for your clients to see.
If you want to require that your clients pay you before they can pick up
their reports, find and select those clients in the Available
Clients list of the Require Payment Before Delivery
section. Then, click the right arrow to add them to the Require
Payment list. If you decide to remove these clients later,
return to this section, select the clients in the Require
Payment list and click the left arrow to remove them.
If you want to require credit card payment for specific clients instead of
globally requiring it for all clients, find and select the clients you wish to
pay by credit card from the Available Clients list in the
Require Client to Pay by Credit Card section. Then,
click the right arrow to add the clients to the list of those required to pay
by credit card. If you decide to remove these clients later, return to
this section, select the clients in the Require Credit Card
list and click the left arrow to remove them.
When finished, click Save to save your changes.
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