Client Accounting Tools

If you want to provide a variety of tools on your XSite so that your clients can view their current statement of account, past payments, and invoice history, enable the Client Accounting tool in Titan Office. Once you've done so, your clients see a My Account tab with their account summary when they log in to your XSite.

1. Clients visit your site and log in via Client Login.
2. In the screen that appears, clients click the My Account tab to view their account details.

   

3. From here, your clients can view their Account Summary and pay their bill online if you're using Titan Office's credit card processing tools.
4. In the Recent Payments section, your clients can see any payments posted to their accounts in the last 30 days, or click See My Payment History to view payments older than 30 days.
5. The Current Invoices section shows your clients any outstanding invoices on their account.
   • Show Invoice Details allows your client to see the full details for each invoice.
   • See My Invoice History allows your client to see their full payment history.
   • Clicking Invoice Date next to Invoice allows your client to view all the details for a singular invoice, as well as the ability to print the invoice.