Process a payment for
a miscellaneous transaction

Processing credit cards charges on your XSite isn't limited to just appraisal orders. You can accept a credit card for payment for any type of transaction you want - whether it's specific to your appraisal business or not.

1. Log into the My Office area of your XSite and select the Credit Card Processing drop down from either the Orders or Business Management icon on the top menu toolbar (3rd item from the left).  The Recent Transactions view opens, showing you all of the charges that you’ve placed through your XSite account.  To enter a new payment, just click the New Charge option under the Billing menu.

2. On the Enter Transaction screen, enter your client's contact information, or just click the book icon to select an existing client from your Contact Manager. If this is a new customer, just click the Add Customer to Contacts check box to save this information for future use.

Now, select the transaction type and amount, enter the credit card information, and any notes you'd like to associate with the order. If you'd like to send a copy of the invoice to your client, click the e-mail Invoice box.

Finally, click Process to send this charge through the system for approval.

3. When the transaction goes through, a final screen appears detailing the transaction results such as Transaction ID and the Authorization Code. This information is also displayed in your Recent Transactions view and may come in handy later if you need to do a search.

If you forgot to click the e-mail invoice check box, you can do it now by clicking the Invoice button in this window.  

(Note: You can choose your invoice templates by clicking Invoice in the Billing menu.)

NEXT - Process a payment originated from an XSite order