Charging Credit Cards for Orders

If you want to charge a credit card for an appraisal order you've completed on your XSite you need to enable the credit card processing tools on your XSite first.   Then, to charge a credit card for an order on your XSite:

  1. From your XSite's order management, find and double-click the desired order in the list.
  2. Above the Order Details pane, click the Billing menu and select Charge Card.

  3. Now, simply fill out the client contact and credit card information and click Charge Credit Card to process the charge.