Creating Order Invoices

If you already have an order for a particular appraisal, you need not create a new invoice for that order from scratch.  your XSite can build the invoice from the existing order and the fee information you provided when setting up Business Management.  To create or edit an invoice for an order:

  1. From your XSite's order management, find and double-click the order you want to invoice.
  2. In the Order Details screen, click Billing in the top toolbar and select Invoice from the menu that appears.

  3. When the Create/Edit Invoice screen appears, the invoice is automatically populated with information from the order.  From here, you have a few options:
    If you entered any fee or payment information for this order in WinTOTAL, this information is reflected in the invoice as well after synchronizing WinTOTAL with your XSite via net.X connect.
  4. When you're finished, click Save on the upper left.