Client Accounting Tools

If you want to provide statement of account tools on your XSite so that your clients can view their current statement of account, past payments, and invoice history, you can enable your XSite's Client Accounting tools.  Once you've done so, your clients see a My Account tab with their account summary upon logging into your XSite.  The client process is as follows.

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

  3. From here, your clients can see their Account Summary and pay their bill online if you're using your XSite'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.  If they wish, they can click See My Payment History to view payments older than 30 days.
  5. The Current Invoices section shows your clients any outstanding invoices in their accounts.