Marking payments on signed reports

If you’ve come to WinTOTAL from other appraisal software, you might be used to a time-intensive, annoying process to mark an invoice as paid once the report has been signed. Some appraisers un-sign the report, make the change to the invoice, re-sign the report, and save it again.

In WinTOTAL, when you sign a report, all the forms are locked down such that no one can edit them after the fact. However, you can still edit the billing for a report, including invoice line items and partial payments – and without even opening the report.

To set this up, you only need to check one box called “Extended billing” which you'll find on the left when you open a report and go to the Order PowerView. Extended Billing turns on a whole new section of the Order PowerView that mimics – and transfers back and forth between – the Automatic Invoice. You can put billing information in here even though you don’t have any forms in the report yet, and when you add the invoice form, the data transfers automatically. Then, from the Appraisal Desktop, select the report, and if you’re going to mark the whole report as being paid all at once, just right-click it and choose “Mark as paid.” Just put in the check number and save.

If you need to edit line items in the invoice, or mark a partial payment, click the Order Form tab at the bottom, click Edit, and scroll down to the billing section. Make your changes, and click Save. And, if you’ve added the TOTAL DUE column like I showed in an earlier tip about arranging your File Cabinet, you can see that the change shows automatically.

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