Recording Partial Payments

If you need to record a partial payment for an individual order via your XSite:

  1. From your XSite's invoice manager, find the invoice you wish to update and double-click it to edit it.
  2. Scroll down to the Payments add the payment type, date, amount, and description to the available fields and click Add to record it.
  3. When finished, click Save in the toolbar to update your invoice.
  NOTE:

To properly record a balloon payment that covers numerous appraisals, see the Paying multiple invoices section of this manual.