Configure XSites Billing
All of WinTOTAL’s integrated invoicing and payment features work “right out of the box.” However, if you plan to use the combined power of WinTOTAL and your XSite, you need to go through a couple of configuration steps first. This section details how to setup each portion of your XSite’s Business Management tools and a few key configurations in WinTOTAL.
There are eight types of information you can configure. While not all of these sections pertain to every office, here’s the definitive list of items you should take the time to configure in your XSite as they pertain to you.
Most of this configuration is done through the Business Management area of your XSite. To access it…