Setting Up Billing Preferences

When creating invoices on your XSite, you can have the payment method already filled in with a specific entry for each client.  This is particularly useful for requiring credit card payments from certain clients.

  1. From the Fees Setup section of your XSite's Business Management, click the Payment Options link below the Navigation pane.

  2. If you want to enable your XSite's client accounting features so that your clients can view their payment and invoice histories, check the Enable Client Accounting box.
      NOTE:

    For your XSite's Client Accounting tools to function properly, you must use your XSite (whether via WinTOTAL synchronization or directly from your XSite) to manage your invoices and payments.

  3. If you want to require clients to pay by credit card, check the boxes to require all new clients, all clients, or both.  When the clients you specify order from your XSite while these options are enabled, they are required to supply a credit card number with the order.  Remember that you must first enable your XSite's credit card processing tools for this to work.
  4. Mark the payment methods you accept.  These appear in a drop-down on your XSite order form and invoice forms for your clients to see.
  5. If you want to require that your clients pay you before they can pick up their reports, find and select those clients in the Available Clients list of the Require Payment Before Delivery section.  Then, click the right arrow to add them to the Require Payment list.  If you decide to remove these clients later, return to this section, select the clients in the Require Payment list and click the left arrow to remove them.
  6. If you want to require credit card payment for specific clients instead of globally requiring it for all clients, find and select the clients you wish to pay by credit card from the Available Clients list in the Require Client to Pay by Credit Card section.  Then, click the right arrow to add the clients to the list of those required to pay by credit card.  If you decide to remove these clients later, return to this section, select the clients in the Require Credit Card list and click the left arrow to remove them.
  7. When finished, click Save to save your changes.