To create a new order in WinTOTAL…
|Hint: With XSite billing, you may find that you don’t even need an invoice in your report. You can send an invoice straight from your XSite.|
For a quick example of the integration in action, create a new order in WinTOTAL and mark the option to integrate it with your XSite. All you need to enter is a client contact, a valid address and an invoice amount. Then, after closing the order, log into your XSite and you should see that the order has indeed transferred.
Of course, you’re not required to have an XSite to use WinTOTAL’s invoicing features. You can still manually insert your invoice from WinTOTAL’s Contents view – or using the SmartMerge or Clone tools. Plus, you can always register any necessary payments by editing the invoice inside WinTOTAL or editing the report’s order form. The XSite Integration tools in WinTOTAL simply improve upon the synchronization between the two products. Moreover, since an XSite comes equipped with more advanced billing and reporting tools, if you need to do anything beyond the minimum of invoicing and recording of payments, an XSite is the best solution.