Record Partial Client Payments


If you need to log partial payments instead of full payments for an appraisal, you can either do so through the Order Form view in the Appraisal Desktop or directly within the order form or invoice of your report.  To log a partial payment through the Order Form view in the Appraisal Desktop, you must have enabled Extended Billing in that order.   Otherwise, you must open each order to update the payments. 

  Note:  If the report is signed, the Billing and Status information fields are the only ones you can edit using this method.  

To log a payment through the Report’s Order form view:

  1. Click the Order Form tab at the bottom of the Appraisal Desktop.
  2. Click the order in your File Cabinet that you wish to update and then click the Edit button that appears in the toolbar in the middle of the screen.
  3. Scroll down to the Billing section of the order form and enter any partial payments in the fields provided.
      Note:  This section does not appear in the order form unless you have selected the Extended Billing option in the report’s Order PowerView.  
  4. When finished, click Save.

Even if the report is signed, the payment is added to your invoice and WinTOTAL synchronizes with your XSite to ensure that the payment is logged there as well.  Alternatively, you can always open the report and manually type in the payments from the invoice or from the Order PowerView inside the report, but it’s typically faster to update the payments through the Appraisal Desktop.